AFDZX
Price
$22.57
Change
+$0.15 (+0.67%)
Updated
Jul 25 closing price
Net Assets
886.09M
DFFVX
Price
$34.74
Change
+$0.14 (+0.40%)
Updated
Jul 25 closing price
Net Assets
13.27B
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AFDZX vs DFFVX

Header iconAFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVXBanner chart's image
Applied Finance Explorer Institutional
Price$22.57
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets886.09M
DFA US Targeted Value I
Price$34.74
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.27B
AFDZX vs DFFVX Comparison Chart in %
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AFDZX vs. DFFVX commentary
Jul 28, 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 AFDZX is a Buy and DFFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. AFDZX (886M). DFFVX pays higher dividends than AFDZX: DFFVX (1.63) vs AFDZX (1.10). AFDZX was incepted earlier than DFFVX: AFDZX (10 years) vs DFFVX (25 years). AFDZX (1.37) is less costly to investors than DFFVX (0.30). AFDZX is a more actively managed with annual turnover of: 32.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AFDZX: DFFVX (0) vs AFDZX (10000). DFFVX annual gain was more profitable for investors over the last year : 3.20 vs. AFDZX (0.61). AFDZX return over 5 years is better than : 125.25 vs. DFFVX (105.01).
AFDZXDFFVXAFDZX / DFFVX
Total Expense Ratio0.830.29286%
Annual Report Gross Expense Ratio1.370.30457%
Fund Existence10 years25 years-
Gain YTD3.0122.008150%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets886M13.3B7%
Annual Yield % from dividends1.101.6367%
Returns for 1 year0.613.2019%
Returns for 3 years33.3731.44106%
Returns for 5 years125.25105.01119%
Returns for 10 years141.9467.93209%
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