Interact to see
Advertisement
Advertisement
AXVNX vs DFFVX
AXVNX vs DFFVX Comparison
Open Charts AXVNX vs DFFVX
Acclivity Small Cap Value N
Price$19.26
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets33.25M
DFA US Targeted Value I
Price$36.41
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets13.79B
AXVNX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AXVNX vs. DFFVX commentary
Sep 18, 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 AXVNX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. AXVNX (33.3M). DFFVX pays higher dividends than AXVNX: DFFVX (1.50) vs AXVNX (0.93). AXVNX was incepted earlier than DFFVX: AXVNX (7 years) vs DFFVX (26 years). AXVNX (1.27) is less costly to investors than DFFVX (0.30). AXVNX is a more actively managed with annual turnover of: 96.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AXVNX: DFFVX (0) vs AXVNX (5000). DFFVX annual gain was more profitable for investors over the last year : 9.86 vs. AXVNX (-0.44). DFFVX return over 5 years is better than : 107.11 vs. AXVNX (101.47).
| AXVNX | DFFVX | AXVNX / DFFVX | |
| Total Expense Ratio | 0.73 | 0.29 | 252% |
| Annual Report Gross Expense Ratio | 1.27 | 0.30 | 423% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 2.944 | 6.911 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 13.8B | 0% |
| Annual Yield % from dividends | 0.93 | 1.50 | 62% |
| Returns for 1 year | -0.44 | 9.86 | -5% |
| Returns for 3 years | 28.96 | 39.08 | 74% |
| Returns for 5 years | 101.47 | 107.11 | 95% |
| Returns for 10 years | N/A | 84.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement