AATSX
Price
$19.63
Change
+$0.16 (+0.82%)
Updated
Jul 3 closing price
Net Assets
205.66M
DFFVX
Price
$34.85
Change
+$0.18 (+0.52%)
Updated
Jul 3 closing price
Net Assets
13.39B
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AATSX vs DFFVX

Header iconAATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVXBanner chart's image
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.

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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).
AATSXDFFVXAATSX / DFFVX
Total Expense Ratio1.010.29348%
Annual Report Gross Expense Ratio1.210.30403%
Fund Existence10 years25 years-
Gain YTD0.8222.33135%
Front LoadN/AN/A-
Min. Initial Investment15000000-
Min. Initial Investment IRAN/AN/A-
Net Assets206M13.4B2%
Annual Yield % from dividends0.381.6324%
Returns for 1 year6.6211.7956%
Returns for 3 years39.0537.51104%
Returns for 5 years53.85116.5646%
Returns for 10 years50.2262.8480%
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