Interact to see
Advertisement
Advertisement
DFFVX vs USBNX
DFFVX vs USBNX Comparison
Open Charts DFFVX vs USBNX
DFA US Targeted Value I
Price$33.84
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets12.86B
Pear Tree Polaris Small Cap Ord
Price$27.44
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets90.91M
DFFVX vs USBNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. USBNX commentary
Aug 09, 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 USBNX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. USBNX (90.9M). DFFVX pays higher dividends than USBNX: DFFVX (1.62) vs USBNX (0.37). DFFVX was incepted earlier than USBNX: DFFVX (25 years) vs USBNX (33 years). USBNX (1.45) is less costly to investors than DFFVX (0.30). USBNX is a more actively managed with annual turnover of: 49.00 vs. DFFVX (7.00). 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 : 6.90 vs. USBNX (2.42). DFFVX return over 5 years is better than : 89.53 vs. USBNX (43.56).
| DFFVX | USBNX | DFFVX / USBNX | |
| Total Expense Ratio | 0.29 | 1.45 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.45 | 21% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | -0.635 | 0.925 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 90.9M | 14,191% |
| Annual Yield % from dividends | 1.62 | 0.37 | 441% |
| Returns for 1 year | 6.90 | 2.42 | 286% |
| Returns for 3 years | 23.46 | 13.29 | 177% |
| Returns for 5 years | 89.53 | 43.56 | 206% |
| Returns for 10 years | 61.46 | 15.05 | 408% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers