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DFFVX vs VRTVX
DFFVX vs VRTVX Comparison
Open Charts DFFVX vs VRTVX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Vanguard Russell 2000 Value Index I
Price$281.90
Change-$6.43 (-2.23%)
VolumeN/A
Net Assets921.69M
DFFVX vs VRTVX Comparison Chart
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DFFVX vs. VRTVX commentary
Feb 23, 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 Hold and VRTVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. VRTVX (922M). VRTVX pays higher dividends than DFFVX: VRTVX (1.95) vs DFFVX (1.37). DFFVX was incepted earlier than VRTVX: DFFVX (25 years) vs VRTVX (13 years). VRTVX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than VRTVX: DFFVX (0) vs VRTVX (5000000). VRTVX (10.80) and DFFVX (10.28) have marching annual gain over last year. DFFVX return over 5 years is better than : 59.88 vs. VRTVX (36.48).
| DFFVX | VRTVX | DFFVX / VRTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | -0.786 | 1.048 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 922M | 1,432% |
| Annual Yield % from dividends | 1.37 | 1.95 | 71% |
| Returns for 1 year | 10.28 | 10.80 | 95% |
| Returns for 3 years | 20.19 | 9.61 | 210% |
| Returns for 5 years | 59.88 | 36.48 | 164% |
| Returns for 10 years | 57.95 | 74.06 | 78% |
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