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BRUSX vs DFFVX
BRUSX vs DFFVX Comparison
Open Charts BRUSX vs DFFVX
DFA US Targeted Value I
Price$31.17
Change-$0.47 (-1.49%)
VolumeN/A
Net Assets12.48B
BRUSX vs DFFVX Comparison Chart
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BRUSX vs. DFFVX commentary
Mar 14, 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 BRUSX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. BRUSX (82.7M). DFFVX pays higher dividends than BRUSX: DFFVX (1.42) vs BRUSX (0.18). BRUSX was incepted earlier than DFFVX: BRUSX (31 years) vs DFFVX (25 years). BRUSX (1.24) is less costly to investors than DFFVX (0.30). BRUSX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than BRUSX: DFFVX (0) vs BRUSX (2000). DFFVX annual gain was more profitable for investors over the last year : 0.69 vs. BRUSX (-1.96). DFFVX return over 5 years is better than : 115.65 vs. BRUSX (76.00).
| BRUSX | DFFVX | BRUSX / DFFVX | |
| Total Expense Ratio | 1.24 | 0.29 | 428% |
| Annual Report Gross Expense Ratio | 1.24 | 0.30 | 413% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -10.384 | -7.943 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 12.5B | 1% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | -1.96 | 0.69 | -285% |
| Returns for 3 years | -9.21 | 10.54 | -87% |
| Returns for 5 years | 76.00 | 115.65 | 66% |
| Returns for 10 years | -2.14 | 48.07 | -4% |
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