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DFFVX vs KVALX
DFFVX vs KVALX Comparison
Open Charts DFFVX vs KVALX
DFA US Targeted Value I
Price$34.15
Change+$0.79 (+2.37%)
VolumeN/A
Net Assets12.91B
Kennedy Capital Small Cap Value Instl
Price$12.29
Change+$0.22 (+1.82%)
VolumeN/A
Net Assets32.95M
DFFVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. KVALX (33M). DFFVX pays higher dividends than KVALX: DFFVX (1.63) vs KVALX (0.87). DFFVX was incepted earlier than KVALX: DFFVX (25 years) vs KVALX (3 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 : 10.10 vs. KVALX (6.65).
| DFFVX | KVALX | DFFVX / KVALX | |
| Total Expense Ratio | 0.29 | 0.89 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 25 years | 3 years | - |
| Gain YTD | 0.275 | -0.577 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 33M | 39,091% |
| Annual Yield % from dividends | 1.63 | 0.87 | 187% |
| Returns for 1 year | 10.10 | 6.65 | 152% |
| Returns for 3 years | 34.75 | 31.06 | 112% |
| Returns for 5 years | 112.21 | N/A | - |
| Returns for 10 years | 58.87 | N/A | - |
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