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AATIX vs DFFVX
AATIX vs DFFVX Comparison
Open Charts AATIX vs DFFVX
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.
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).
| 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 | 1.753 | 1.890 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 13.3B | 2% |
| Annual Yield % from dividends | 0.18 | 1.63 | 11% |
| Returns for 1 year | -1.47 | 1.42 | -104% |
| Returns for 3 years | 29.85 | 25.80 | 116% |
| Returns for 5 years | 45.10 | 100.96 | 45% |
| Returns for 10 years | 47.69 | 65.34 | 73% |
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