AATIX
Price
$19.16
Change
-$0.11 (-0.57%)
Updated
Jul 28 closing price
Net Assets
209.33M
DFFVX
Price
$34.70
Change
-$0.04 (-0.12%)
Updated
Jul 28 closing price
Net Assets
13.27B
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AATIX vs DFFVX

Header iconAATIX vs DFFVX Comparison
Open Charts AATIX vs DFFVXBanner chart's image
Ancora/Thelen Small-Mid Cap I
Price$19.16
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets209.33M
DFA US Targeted Value I
Price$34.70
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets13.27B
AATIX vs DFFVX Comparison Chart in %
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AATIX vs. DFFVX commentary
Jul 29, 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 StrongBuy and DFFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. AATIX (209M). 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 : 1.42 vs. AATIX (-1.47). DFFVX return over 5 years is better than : 100.96 vs. AATIX (45.10).
AATIXDFFVXAATIX / DFFVX
Total Expense Ratio1.220.29421%
Annual Report Gross Expense Ratio1.220.30407%
Fund Existence13 years25 years-
Gain YTD1.7531.89093%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets209M13.3B2%
Annual Yield % from dividends0.181.6311%
Returns for 1 year-1.471.42-104%
Returns for 3 years29.8525.80116%
Returns for 5 years45.10100.9645%
Returns for 10 years47.6965.3473%
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