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DFFVX vs TDVFX
DFFVX vs TDVFX Comparison
Open Charts DFFVX vs TDVFX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
DFFVX vs TDVFX Comparison Chart
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DFFVX vs. TDVFX commentary
Apr 04, 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 Hold and TDVFX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. TDVFX (75.6M). DFFVX pays higher dividends than TDVFX: DFFVX (1.63) vs TDVFX (0.46). DFFVX was incepted earlier than TDVFX: DFFVX (25 years) vs TDVFX (13 years). TDVFX (1.15) is less costly to investors than DFFVX (0.30). TDVFX is a more actively managed with annual turnover of: 56.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than TDVFX: DFFVX (0) vs TDVFX (5000). DFFVX annual gain was more profitable for investors over the last year : 0.60 vs. TDVFX (-29.75). DFFVX return over 5 years is better than : 165.27 vs. TDVFX (128.45).
| DFFVX | TDVFX | DFFVX / TDVFX | |
| Total Expense Ratio | 0.29 | 1.15 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | -5.436 | -12.741 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 75.6M | 16,667% |
| Annual Yield % from dividends | 1.63 | 0.46 | 354% |
| Returns for 1 year | 0.60 | -29.75 | -2% |
| Returns for 3 years | 11.44 | -26.31 | -43% |
| Returns for 5 years | 165.27 | 128.45 | 129% |
| Returns for 10 years | 48.10 | -11.41 | -422% |
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