Analysis and predictions DFFVX vs TVOIX
DFFVX vs TVOIX Comparison
Open Charts DFFVX vs TVOIX
DFA US Targeted Value I
Price$28.23
Change-$0.13 (-0.46%)
VolumeN/A
CapitalizationN/A
Touchstone Small Cap Value Institutional
Price$31.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFFVX vs TVOIX Comparison Chart
Loading...
DFFVX vs. TVOIX commentary
Sep 30, 2023
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: 11.7B vs. TVOIX (114M). DFFVX pays higher dividends than TVOIX: DFFVX (1.44) vs TVOIX (0.10). DFFVX was incepted earlier than TVOIX: DFFVX (24 years) vs TVOIX (13 years). TVOIX (1.26) is less costly to investors than DFFVX (0.29). TVOIX is a more actively managed with annual turnover of: 49.00 vs. DFFVX (18.00). DFFVX has a lower initial minimum investment than TVOIX: DFFVX (0) vs TVOIX (500000). DFFVX annual gain was more profitable for investors over the last year : 12.55 vs. TVOIX (7.56). TVOIX return over 5 years is better than : 16.73 vs. DFFVX (12.96).
| DFFVX | TVOIX | DFFVX / TVOIX | |
| Total Expense Ratio | 0.29 | 0.98 | 30% |
| Annual Report Gross Expense Ratio | 0.29 | 1.26 | 23% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.307 | -0.125 | -3,436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 114M | 10,263% |
| Annual Yield % from dividends | 1.44 | 0.10 | 1,456% |
| Returns for 1 year | 12.55 | 7.56 | 166% |
| Returns for 3 years | 65.09 | 55.36 | 118% |
| Returns for 5 years | 12.96 | 16.73 | 77% |
| Returns for 10 years | 35.34 | 52.01 | 68% |