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AATIX vs DFFVX
AATIX vs DFFVX Comparison
Open Charts AATIX vs DFFVX
Ancora/Thelen Small-Mid Cap I
Price$18.96
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets205.66M
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
AATIX vs DFFVX Comparison Chart in %
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AATIX vs. DFFVX commentary
Jul 07, 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 AATIX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. AATIX (206M). DFFVX pays higher dividends than AATIX: DFFVX (1.63) vs AATIX (0.18). AATIX was incepted earlier than DFFVX: AATIX (13 years) vs DFFVX (25 years). AATIX (1.22) is less costly to investors than DFFVX (0.30). AATIX is a more actively managed with annual turnover of: 83.19 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AATIX: DFFVX (0) vs AATIX (5000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. AATIX (6.11). DFFVX return over 5 years is better than : 116.56 vs. AATIX (50.76).
| AATIX | DFFVX | AATIX / DFFVX | |
| Total Expense Ratio | 1.22 | 0.29 | 421% |
| Annual Report Gross Expense Ratio | 1.22 | 0.30 | 407% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 0.690 | 2.331 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 13.4B | 2% |
| Annual Yield % from dividends | 0.18 | 1.63 | 11% |
| Returns for 1 year | 6.11 | 11.79 | 52% |
| Returns for 3 years | 37.73 | 37.51 | 101% |
| Returns for 5 years | 50.76 | 116.56 | 44% |
| Returns for 10 years | 44.63 | 62.84 | 71% |
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