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AXVNX vs DFFVX
AXVNX vs DFFVX Comparison
Open Charts AXVNX vs DFFVX
Acclivity Small Cap Value N
Price$21.33
Change+$0.38 (+1.81%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$37.09
Change+$0.61 (+1.67%)
VolumeN/A
CapitalizationN/A
AXVNX vs DFFVX Comparison Chart
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AXVNX vs. DFFVX commentary
Nov 23, 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 AXVNX is a StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.3B vs. AXVNX (40.5M). DFFVX pays higher dividends than AXVNX: DFFVX (1.37) vs AXVNX (0.52). AXVNX was incepted earlier than DFFVX: AXVNX (6 years) vs DFFVX (25 years). AXVNX is a more actively managed with annual turnover of: 56.00 vs. DFFVX (20.00). 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 : 28.79 vs. AXVNX (25.22). AXVNX return over 5 years is better than : 87.97 vs. DFFVX (67.49).
| AXVNX | DFFVX | AXVNX / 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 | 10.964 | 15.672 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 14.3B | 0% |
| Annual Yield % from dividends | 0.52 | 1.37 | 38% |
| Returns for 1 year | 25.22 | 28.79 | 88% |
| Returns for 3 years | 23.41 | 14.22 | 165% |
| Returns for 5 years | 87.97 | 67.49 | 130% |
| Returns for 10 years | N/A | 63.22 | - |
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