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DFFVX vs QBNAX
DFFVX vs QBNAX Comparison
Open Charts DFFVX vs QBNAX
DFA US Targeted Value I
Price$33.54
Change+$0.48 (+1.45%)
VolumeN/A
Net Assets12.62B
Pear Tree Polaris Small Cap Instl
Price$34.35
Change+$0.56 (+1.66%)
VolumeN/A
Net Assets89.21M
DFFVX vs QBNAX Comparison Chart in %
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DFFVX vs. QBNAX commentary
Aug 05, 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 DFFVX is a Buy and QBNAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. QBNAX (89.2M). DFFVX pays higher dividends than QBNAX: DFFVX (1.62) vs QBNAX (1.07). DFFVX was incepted earlier than QBNAX: DFFVX (25 years) vs QBNAX (33 years). QBNAX (1.21) is less costly to investors than DFFVX (0.30). QBNAX is a more actively managed with annual turnover of: 49.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than QBNAX: DFFVX (0) vs QBNAX (1000000). DFFVX annual gain was more profitable for investors over the last year : 4.62 vs. QBNAX (0.40). DFFVX return over 5 years is better than : 90.78 vs. QBNAX (50.86).
| DFFVX | QBNAX | DFFVX / QBNAX | |
| Total Expense Ratio | 0.29 | 1.08 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.21 | 25% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | -1.516 | -1.025 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 89.2M | 14,126% |
| Annual Yield % from dividends | 1.62 | 1.07 | 151% |
| Returns for 1 year | 4.62 | 0.40 | 1,145% |
| Returns for 3 years | 22.36 | 13.72 | 163% |
| Returns for 5 years | 90.78 | 50.86 | 178% |
| Returns for 10 years | 61.77 | 26.57 | 232% |
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