Interact to see
Advertisement
Advertisement
AXVIX vs DFFVX
AXVIX vs DFFVX Comparison
Open Charts AXVIX vs DFFVX
Acclivity Small Cap Value I
Price$19.16
Change+$0.27 (+1.43%)
VolumeN/A
Net Assets33.51M
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
AXVIX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AXVIX vs. DFFVX commentary
Sep 06, 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 AXVIX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. AXVIX (33.5M). DFFVX pays higher dividends than AXVIX: DFFVX (1.50) vs AXVIX (1.09). AXVIX was incepted earlier than DFFVX: AXVIX (7 years) vs DFFVX (26 years). AXVIX (1.04) is less costly to investors than DFFVX (0.30). AXVIX is a more actively managed with annual turnover of: 96.00 vs. DFFVX (7.00). 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 : 13.85 vs. AXVIX (2.40). DFFVX return over 5 years is better than : 105.61 vs. AXVIX (100.35).
| AXVIX | DFFVX | AXVIX / DFFVX | |
| Total Expense Ratio | 0.48 | 0.29 | 166% |
| Annual Report Gross Expense Ratio | 1.04 | 0.30 | 347% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 3.905 | 8.027 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.5M | 13.9B | 0% |
| Annual Yield % from dividends | 1.09 | 1.50 | 73% |
| Returns for 1 year | 2.40 | 13.85 | 17% |
| Returns for 3 years | 30.29 | 40.17 | 75% |
| Returns for 5 years | 100.35 | 105.61 | 95% |
| Returns for 10 years | N/A | 83.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement