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DFFVX vs USBNX
DFFVX vs USBNX Comparison
Open Charts DFFVX vs USBNX
DFA US Targeted Value I
Price$36.48
Change+$0.62 (+1.73%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Ord
Price$29.91
Change+$0.37 (+1.25%)
VolumeN/A
CapitalizationN/A
DFFVX vs USBNX Comparison Chart
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DFFVX vs. USBNX commentary
Nov 22, 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 Buy and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. USBNX (4.18B). 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 (28.79) and USBNX (28.65) have marching annual gain over last year. DFFVX return over 5 years is better than : 67.49 vs. USBNX (22.04).
| DFFVX | USBNX | DFFVX / USBNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 15.672 | 16.608 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 4.18B | 337% |
| Annual Yield % from dividends | 1.37 | 0.81 | 171% |
| Returns for 1 year | 28.79 | 28.65 | 100% |
| Returns for 3 years | 14.22 | 4.58 | 310% |
| Returns for 5 years | 67.49 | 22.04 | 306% |
| Returns for 10 years | 63.22 | 17.56 | 360% |
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