Interact to see
Advertisement
Advertisement
AATSX vs DFFVX
AATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVX
Ancora/Thelen Small-Mid Cap S
Price$18.53
Change-$0.39 (-2.06%)
VolumeN/A
Net Assets193.57M
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
AATSX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AATSX vs. DFFVX commentary
Jun 15, 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: 12.6B vs. AATSX (194M). DFFVX pays higher dividends than AATSX: DFFVX (1.62) vs AATSX (0.39). 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 : 3.74 vs. AATSX (-0.17). DFFVX return over 5 years is better than : 98.41 vs. AATSX (45.23).
| 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 | -4.828 | -5.144 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 12.6B | 2% |
| Annual Yield % from dividends | 0.39 | 1.62 | 24% |
| Returns for 1 year | -0.17 | 3.74 | -5% |
| Returns for 3 years | 30.44 | 23.80 | 128% |
| Returns for 5 years | 45.23 | 98.41 | 46% |
| Returns for 10 years | N/A | 47.01 | - |