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AXVNX vs DFFVX
AXVNX vs DFFVX Comparison
Open Charts AXVNX vs DFFVX
Acclivity Small Cap Value N
Price$17.36
Change+$0.27 (+1.58%)
VolumeN/A
Net Assets32.57M
DFA US Targeted Value I
Price$32.36
Change+$0.47 (+1.47%)
VolumeN/A
Net Assets12.38B
AXVNX vs DFFVX Comparison Chart
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AXVNX vs. DFFVX commentary
Apr 03, 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: 12.4B vs. AXVNX (32.6M). DFFVX pays higher dividends than AXVNX: DFFVX (1.63) vs AXVNX (1.04). AXVNX was incepted earlier than DFFVX: AXVNX (6 years) vs DFFVX (25 years). AXVNX (1.88) is less costly to investors than DFFVX (0.30). AXVNX is a more actively managed with annual turnover of: 56.00 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 : 1.19 vs. AXVNX (-9.43). AXVNX (170.51) and DFFVX (165.27) have equivalent 5 years return.
| AXVNX | DFFVX | AXVNX / DFFVX | |
| Total Expense Ratio | 0.76 | 0.29 | 262% |
| Annual Report Gross Expense Ratio | 1.88 | 0.30 | 627% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -8.512 | -5.436 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 12.4B | 0% |
| Annual Yield % from dividends | 1.04 | 1.63 | 64% |
| Returns for 1 year | -9.43 | 1.19 | -793% |
| Returns for 3 years | 4.42 | 10.85 | 41% |
| Returns for 5 years | 170.51 | 165.27 | 103% |
| Returns for 10 years | N/A | 48.74 | - |
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