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AATSX vs DFFVX
AATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVX
Ancora/Thelen Small-Mid Cap S
Price$19.99
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets212.78M
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
AATSX vs DFFVX Comparison Chart in %
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AATSX vs. DFFVX commentary
Aug 17, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. AATSX (213M). DFFVX pays higher dividends than AATSX: DFFVX (1.62) vs AATSX (0.38). 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 : 8.01 vs. AATSX (3.58). DFFVX return over 5 years is better than : 91.20 vs. AATSX (42.22).
| 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 | 2.671 | 2.742 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 13.3B | 2% |
| Annual Yield % from dividends | 0.38 | 1.62 | 23% |
| Returns for 1 year | 3.58 | 8.01 | 45% |
| Returns for 3 years | 24.26 | 20.63 | 118% |
| Returns for 5 years | 42.22 | 91.20 | 46% |
| Returns for 10 years | 55.02 | 66.57 | 83% |
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