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DFFVX vs USBNX
DFFVX vs USBNX Comparison
Open Charts DFFVX vs USBNX
DFA US Targeted Value I
Price$37.02
Change+$0.61 (+1.68%)
VolumeN/A
Net Assets13.79B
Pear Tree Polaris Small Cap Ord
Price$29.13
Change+$0.52 (+1.82%)
VolumeN/A
Net Assets94.27M
DFFVX vs USBNX Comparison Chart in %
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DFFVX vs. USBNX commentary
Sep 19, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. USBNX (94.3M). DFFVX pays higher dividends than USBNX: DFFVX (1.50) vs USBNX (0.35). DFFVX was incepted earlier than USBNX: DFFVX (26 years) vs USBNX (33 years). USBNX (1.42) 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 : 9.66 vs. USBNX (2.03). DFFVX return over 5 years is better than : 107.11 vs. USBNX (58.16).
| DFFVX | USBNX | DFFVX / USBNX | |
| Total Expense Ratio | 0.29 | 1.42 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.42 | 21% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 6.911 | 5.845 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 94.3M | 14,634% |
| Annual Yield % from dividends | 1.50 | 0.35 | 432% |
| Returns for 1 year | 9.66 | 2.03 | 477% |
| Returns for 3 years | 36.96 | 22.57 | 164% |
| Returns for 5 years | 107.11 | 58.16 | 184% |
| Returns for 10 years | 83.84 | 31.17 | 269% |
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