AVFIX
Price
$27.86
Change
-$0.42 (-1.49%)
Updated
Dec 17 closing price
DFFVX
Price
$35.53
Change
-$0.50 (-1.39%)
Updated
Dec 17 closing price
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AVFIX vs DFFVX

Header iconAVFIX vs DFFVX Comparison
Open Charts AVFIX vs DFFVXBanner chart's image
American Beacon Small Cp Val R5
Price$27.86
Change-$0.42 (-1.49%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.53
Change-$0.50 (-1.39%)
VolumeN/A
CapitalizationN/A
AVFIX vs DFFVX Comparison Chart
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AVFIX vs. DFFVX commentary
Dec 18, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVFIX is a Sell and DFFVX is a Hold.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. AVFIX (4.67B). AVFIX (1.41) and DFFVX (1.37) have matching dividends . AVFIX was incepted earlier than DFFVX: AVFIX (26 years) vs DFFVX (25 years). AVFIX is a more actively managed with annual turnover of: 52.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than AVFIX: DFFVX (0) vs AVFIX (250000). DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. AVFIX (10.59). DFFVX return over 5 years is better than : 60.26 vs. AVFIX (17.45).
AVFIXDFFVXAVFIX / DFFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence26 years25 years-
Gain YTD11.70813.03390%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.67B14.2B33%
Annual Yield % from dividends1.411.37102%
Returns for 1 year10.5915.3869%
Returns for 3 years-7.5326.84-28%
Returns for 5 years17.4560.2629%
Returns for 10 years4.1071.116%
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