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AVUVX vs DFFVX
AVUVX vs DFFVX Comparison
Open Charts AVUVX vs DFFVX
Avantis® U.S. Small Cap Value Instl
Price$18.15
Change+$0.46 (+2.60%)
VolumeN/A
Net Assets1.19B
DFA US Targeted Value I
Price$36.36
Change+$0.87 (+2.45%)
VolumeN/A
Net Assets13.62B
AVUVX vs DFFVX Comparison Chart in %
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AVUVX vs. DFFVX commentary
Nov 27, 2025
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 AVUVX is a Buy and DFFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.6B vs. AVUVX (1.19B). DFFVX pays higher dividends than AVUVX: DFFVX (1.72) vs AVUVX (1.31). AVUVX was incepted earlier than DFFVX: AVUVX (6 years) vs DFFVX (26 years). DFFVX (0.30) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AVUVX: DFFVX (0) vs AVUVX (5000000). DFFVX annual gain was more profitable for investors over the last year : -1.67 vs. AVUVX (-8.05). AVUVX (69.88) and DFFVX (69.57) have equivalent 5 years return.
| AVUVX | DFFVX | AVUVX / DFFVX | |
| Total Expense Ratio | 0.25 | 0.29 | 86% |
| Annual Report Gross Expense Ratio | 0.25 | 0.30 | 83% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 3.693 | 7.303 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 13.6B | 9% |
| Annual Yield % from dividends | 1.31 | 1.72 | 76% |
| Returns for 1 year | -8.05 | -1.67 | 483% |
| Returns for 3 years | 19.87 | 26.28 | 76% |
| Returns for 5 years | 69.88 | 69.57 | 100% |
| Returns for 10 years | N/A | 75.75 | - |
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