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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$21.05
Change-$0.32 (-1.50%)
VolumeN/A
Net Assets846.21M
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
AFDVX vs DFFVX Comparison Chart
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AFDVX 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 AFDVX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. AFDVX (846M). DFFVX pays higher dividends than AFDVX: DFFVX (1.62) vs AFDVX (0.95). AFDVX was incepted earlier than DFFVX: AFDVX (10 years) vs DFFVX (25 years). AFDVX (1.69) is less costly to investors than DFFVX (0.30). AFDVX is a more actively managed with annual turnover of: 32.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AFDVX: DFFVX (0) vs AFDVX (1000). DFFVX annual gain was more profitable for investors over the last year : 3.74 vs. AFDVX (3.27). AFDVX return over 5 years is better than : 121.52 vs. DFFVX (98.41).
| AFDVX | DFFVX | AFDVX / DFFVX | |
| Total Expense Ratio | 1.08 | 0.29 | 372% |
| Annual Report Gross Expense Ratio | 1.69 | 0.30 | 563% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.218 | -5.144 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 12.6B | 7% |
| Annual Yield % from dividends | 0.95 | 1.62 | 59% |
| Returns for 1 year | 3.27 | 3.74 | 88% |
| Returns for 3 years | 27.64 | 23.80 | 116% |
| Returns for 5 years | 121.52 | 98.41 | 123% |
| Returns for 10 years | N/A | 47.01 | - |
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