AFDVX
Price
$22.33
Change
+$0.10 (+0.45%)
Updated
Jul 3 closing price
Net Assets
886.89M
DFFVX
Price
$34.85
Change
+$0.18 (+0.52%)
Updated
Jul 3 closing price
Net Assets
13.39B
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AFDVX vs DFFVX

Header iconAFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVXBanner chart's image
Applied Finance Explorer Investor
Price$22.33
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
AFDVX vs DFFVX Comparison Chart in %
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AFDVX 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 AFDVX is a Buy and DFFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. AFDVX (887M). DFFVX pays higher dividends than AFDVX: DFFVX (1.63) vs AFDVX (0.92). 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 : 11.79 vs. AFDVX (9.02). AFDVX return over 5 years is better than : 134.27 vs. DFFVX (116.56).
AFDVXDFFVXAFDVX / DFFVX
Total Expense Ratio1.080.29372%
Annual Report Gross Expense Ratio1.690.30563%
Fund Existence10 years25 years-
Gain YTD2.6672.331114%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets887M13.4B7%
Annual Yield % from dividends0.921.6356%
Returns for 1 year9.0211.7977%
Returns for 3 years39.8737.51106%
Returns for 5 years134.27116.56115%
Returns for 10 years133.4262.84212%
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