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DFFVX vs TVOIX
DFFVX vs TVOIX Comparison
Open Charts DFFVX vs TVOIX
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.23B
Touchstone Small Cap Value Institutional
Price$33.75
Change+$0.28 (+0.84%)
VolumeN/A
Net Assets172.81M
DFFVX vs TVOIX Comparison Chart
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DFFVX vs. TVOIX commentary
Apr 18, 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 TVOIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.2B vs. TVOIX (173M). DFFVX pays higher dividends than TVOIX: DFFVX (1.63) vs TVOIX (0.73). DFFVX was incepted earlier than TVOIX: DFFVX (25 years) vs TVOIX (14 years). TVOIX (1.15) is less costly to investors than DFFVX (0.30). TVOIX is a more actively managed with annual turnover of: 41.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than TVOIX: DFFVX (0) vs TVOIX (500000). TVOIX annual gain was more profitable for investors over the last year : -0.35 vs. DFFVX (-3.30). DFFVX return over 5 years is better than : 105.39 vs. TVOIX (85.58).
| DFFVX | TVOIX | DFFVX / TVOIX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -14.553 | -12.725 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 173M | 6,474% |
| Annual Yield % from dividends | 1.63 | 0.73 | 223% |
| Returns for 1 year | -3.30 | -0.35 | 948% |
| Returns for 3 years | 1.74 | 3.60 | 48% |
| Returns for 5 years | 105.39 | 85.58 | 123% |
| Returns for 10 years | 33.70 | 47.70 | 71% |