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AATSX vs DFFVX
AATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVX
Ancora/Thelen Small-Mid Cap S
Price$20.42
Change+$0.24 (+1.19%)
VolumeN/A
Net Assets218.87M
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
AATSX vs DFFVX Comparison Chart in %
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AATSX vs. DFFVX commentary
Sep 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: 13.9B vs. AATSX (219M). DFFVX pays higher dividends than AATSX: DFFVX (1.50) vs AATSX (0.36). AATSX was incepted earlier than DFFVX: AATSX (10 years) vs DFFVX (26 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 : 13.85 vs. AATSX (4.46). DFFVX return over 5 years is better than : 105.61 vs. AATSX (47.01).
| 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 | 26 years | - |
| Gain YTD | 4.879 | 8.027 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 13.9B | 2% |
| Annual Yield % from dividends | 0.36 | 1.50 | 24% |
| Returns for 1 year | 4.46 | 13.85 | 32% |
| Returns for 3 years | 41.59 | 40.17 | 104% |
| Returns for 5 years | 47.01 | 105.61 | 45% |
| Returns for 10 years | 69.32 | 83.26 | 83% |
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