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DFFVX vs KVALX
DFFVX vs KVALX Comparison
Open Charts DFFVX vs KVALX
DFA US Targeted Value I
Price$34.20
Change-$0.38 (-1.10%)
VolumeN/A
Net Assets13.06B
Kennedy Capital Small Cap Value Instl
Price$12.14
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets63.76M
DFFVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.1B vs. KVALX (63.8M). DFFVX pays higher dividends than KVALX: DFFVX (1.72) vs KVALX (0.83). DFFVX was incepted earlier than KVALX: DFFVX (26 years) vs KVALX (4 years). KVALX (1.84) is less costly to investors than DFFVX (0.30). KVALX is a more actively managed with annual turnover of: 49.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than KVALX: DFFVX (0) vs KVALX (5000). DFFVX annual gain was more profitable for investors over the last year : -2.94 vs. KVALX (-7.62).
| DFFVX | KVALX | DFFVX / KVALX | |
| Total Expense Ratio | 0.29 | 0.89 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 0.929 | 0.988 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 63.8M | 20,533% |
| Annual Yield % from dividends | 1.72 | 0.83 | 206% |
| Returns for 1 year | -2.94 | -7.62 | 39% |
| Returns for 3 years | 21.03 | 20.08 | 105% |
| Returns for 5 years | 67.06 | N/A | - |
| Returns for 10 years | 67.43 | N/A | - |
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