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AATSX vs DFFVX
AATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVX
Ancora/Thelen Small-Mid Cap S
Price$19.63
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets205.66M
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
AATSX vs DFFVX Comparison Chart in %
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AATSX 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 AATSX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. AATSX (206M). DFFVX pays higher dividends than AATSX: DFFVX (1.63) vs AATSX (0.38). AATSX was incepted earlier than DFFVX: AATSX (10 years) vs DFFVX (25 years). AATSX (1.21) is less costly to investors than DFFVX (0.30). AATSX is a more actively managed with annual turnover of: 83.19 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AATSX: DFFVX (0) vs AATSX (1500000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. AATSX (6.62). DFFVX return over 5 years is better than : 116.56 vs. AATSX (53.85).
| AATSX | DFFVX | AATSX / DFFVX | |
| Total Expense Ratio | 1.01 | 0.29 | 348% |
| Annual Report Gross Expense Ratio | 1.21 | 0.30 | 403% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.822 | 2.331 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 13.4B | 2% |
| Annual Yield % from dividends | 0.38 | 1.63 | 24% |
| Returns for 1 year | 6.62 | 11.79 | 56% |
| Returns for 3 years | 39.05 | 37.51 | 104% |
| Returns for 5 years | 53.85 | 116.56 | 46% |
| Returns for 10 years | 50.22 | 62.84 | 80% |
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