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DFFVX vs KVALX
DFFVX vs KVALX Comparison
Open Charts DFFVX vs KVALX
DFA US Targeted Value I
Price$32.21
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets12.51B
Kennedy Capital Small Cap Value Instl
Price$11.68
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets23.64M
DFFVX vs KVALX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. KVALX (23.6M). DFFVX pays higher dividends than KVALX: DFFVX (1.62) vs KVALX (0.91). 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). KVALX annual gain was more profitable for investors over the last year : 1.87 vs. DFFVX (1.22).
| 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 | -5.874 | -4.036 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 23.6M | 52,966% |
| Annual Yield % from dividends | 1.62 | 0.91 | 178% |
| Returns for 1 year | 1.22 | 1.87 | 65% |
| Returns for 3 years | 11.44 | 13.99 | 82% |
| Returns for 5 years | 77.00 | N/A | - |
| Returns for 10 years | 47.90 | N/A | - |
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