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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$21.22
Change-$0.33 (-1.53%)
VolumeN/A
Net Assets846.21M
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
AFDZX vs DFFVX Comparison Chart
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AFDZX 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 AFDZX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. AFDZX (846M). DFFVX pays higher dividends than AFDZX: DFFVX (1.62) vs AFDZX (1.14). 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 : 3.74 vs. AFDZX (3.54). AFDZX return over 5 years is better than : 123.64 vs. DFFVX (98.41).
| AFDZX | DFFVX | AFDZX / DFFVX | |
| Total Expense Ratio | 0.83 | 0.29 | 286% |
| Annual Report Gross Expense Ratio | 1.37 | 0.30 | 457% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.149 | -5.144 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 12.6B | 7% |
| Annual Yield % from dividends | 1.14 | 1.62 | 70% |
| Returns for 1 year | 3.54 | 3.74 | 95% |
| Returns for 3 years | 28.57 | 23.80 | 120% |
| Returns for 5 years | 123.64 | 98.41 | 126% |
| Returns for 10 years | 120.89 | 47.01 | 257% |
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