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AATSX vs DFFVX
AATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVX
Ancora/Thelen Small-Mid Cap S
Price$19.95
Change+$0.20 (+1.01%)
VolumeN/A
Net Assets209.33M
DFA US Targeted Value I
Price$34.74
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.27B
AATSX vs DFFVX Comparison Chart in %
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AATSX vs. DFFVX commentary
Jul 27, 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 StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. AATSX (209M). 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 : 3.20 vs. AATSX (1.64). DFFVX return over 5 years is better than : 105.01 vs. AATSX (52.97).
| 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 | 2.465 | 2.008 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 13.3B | 2% |
| Annual Yield % from dividends | 0.38 | 1.63 | 24% |
| Returns for 1 year | 1.64 | 3.20 | 51% |
| Returns for 3 years | 37.11 | 31.44 | 118% |
| Returns for 5 years | 52.97 | 105.01 | 50% |
| Returns for 10 years | 55.52 | 67.93 | 82% |
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