AXVIX
Price
$18.03
Change
-$0.00 (-0.00%)
Updated
Apr 22, 6:59 PM EST
DFFVX
Price
$31.35
Change
-$0.00 (-0.00%)
Updated
Apr 22, 6:59 PM EST
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Analysis and predictions AXVIX vs DFFVX

Header iconAXVIX vs DFFVX Comparison
Open Charts AXVIX vs DFFVXBanner chart's image
Acclivity Small Cap Value I
Price$18.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$31.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AXVIX vs DFFVX Comparison Chart

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VS
AXVIX vs. DFFVX commentary
Apr 24, 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 StrongSell.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. AXVIX (31.4M). DFFVX pays higher dividends than AXVIX: DFFVX (1.37) vs AXVIX (0.96). AXVIX was incepted earlier than DFFVX: AXVIX (5 years) vs DFFVX (24 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). AXVIX annual gain was more profitable for investors over the last year : 19.53 vs. DFFVX (17.50). AXVIX return over 5 years is better than : 59.90 vs. DFFVX (40.84).
AXVIXDFFVXAXVIX / DFFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years24 years-
Gain YTD-3.221-1.372235%
Front LoadN/AN/A-
Min. Initial Investment200000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.4M12.6B0%
Annual Yield % from dividends0.961.3770%
Returns for 1 year19.5317.50112%
Returns for 3 years17.438.10215%
Returns for 5 years59.9040.84147%
Returns for 10 yearsN/A45.89-
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