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AXVIX vs DFFVX
AXVIX vs DFFVX Comparison
Open Charts AXVIX vs DFFVX
Acclivity Small Cap Value I
Price$19.06
Change-$0.26 (-1.35%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.53
Change-$0.50 (-1.39%)
VolumeN/A
CapitalizationN/A
AXVIX vs DFFVX Comparison Chart
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AXVIX vs. DFFVX commentary
Dec 19, 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 AXVIX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. AXVIX (39.9M). DFFVX pays higher dividends than AXVIX: DFFVX (1.37) vs AXVIX (0.96). AXVIX was incepted earlier than DFFVX: AXVIX (6 years) vs DFFVX (25 years). AXVIX is a more actively managed with annual turnover of: 56.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than AXVIX: DFFVX (0) vs AXVIX (20000). DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. AXVIX (5.84). AXVIX return over 5 years is better than : 69.04 vs. DFFVX (60.26).
| AXVIX | DFFVX | AXVIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.394 | 13.033 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 14.2B | 0% |
| Annual Yield % from dividends | 0.96 | 1.37 | 70% |
| Returns for 1 year | 5.84 | 15.38 | 38% |
| Returns for 3 years | 22.28 | 26.84 | 83% |
| Returns for 5 years | 69.04 | 60.26 | 115% |
| Returns for 10 years | N/A | 71.11 | - |
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