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DFFVX vs KVALX
DFFVX vs KVALX Comparison
Open Charts DFFVX vs KVALX
DFA US Targeted Value I
Price$35.98
Change-$0.45 (-1.24%)
VolumeN/A
Net Assets13.78B
Kennedy Capital Small Cap Value Instl
Price$12.85
Change-$0.17 (-1.31%)
VolumeN/A
Net Assets67.77M
DFFVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. KVALX (67.8M). DFFVX pays higher dividends than KVALX: DFFVX (1.68) vs KVALX (0.82). DFFVX was incepted earlier than KVALX: DFFVX (26 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 : 8.65 vs. KVALX (4.09).
| 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 | 3 years | - |
| Gain YTD | 6.182 | 7.249 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 67.8M | 20,354% |
| Annual Yield % from dividends | 1.68 | 0.82 | 205% |
| Returns for 1 year | 8.65 | 4.09 | 211% |
| Returns for 3 years | 42.85 | 43.05 | 100% |
| Returns for 5 years | 95.37 | N/A | - |
| Returns for 10 years | 76.71 | N/A | - |
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