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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
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.
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).
| 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 | 2.667 | 2.331 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 13.4B | 7% |
| Annual Yield % from dividends | 0.92 | 1.63 | 56% |
| Returns for 1 year | 9.02 | 11.79 | 77% |
| Returns for 3 years | 39.87 | 37.51 | 106% |
| Returns for 5 years | 134.27 | 116.56 | 115% |
| Returns for 10 years | 133.42 | 62.84 | 212% |
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