DFFVX
Price
$34.60
Change
+$0.31 (+0.90%)
Updated
Dec 24 closing price
USBNX
Price
$27.27
Change
+$0.20 (+0.74%)
Updated
Dec 24 closing price
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DFFVX vs USBNX

Header iconDFFVX vs USBNX Comparison
Open Charts DFFVX vs USBNXBanner chart's image
DFA US Targeted Value I
Price$34.60
Change+$0.31 (+0.90%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Ord
Price$27.27
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
DFFVX vs USBNX Comparison Chart
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DFFVX vs. USBNX commentary
Dec 26, 2024

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 StrongBuy and USBNX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.6B vs. USBNX (96.3M). DFFVX pays higher dividends than USBNX: DFFVX (1.37) vs USBNX (0.81). DFFVX was incepted earlier than USBNX: DFFVX (25 years) vs USBNX (32 years). USBNX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than USBNX: DFFVX (0) vs USBNX (2500). DFFVX annual gain was more profitable for investors over the last year : 9.73 vs. USBNX (6.40). DFFVX return over 5 years is better than : 55.66 vs. USBNX (14.28).
DFFVXUSBNXDFFVX / USBNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years32 years-
Gain YTD10.0746.688151%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets13.6B96.3M14,123%
Annual Yield % from dividends1.370.81171%
Returns for 1 year9.736.40152%
Returns for 3 years20.076.09329%
Returns for 5 years55.6614.28390%
Returns for 10 years63.9418.46346%
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