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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$22.52
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
AFDZX vs DFFVX Comparison Chart in %
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AFDZX vs. DFFVX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. AFDZX (887M). 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 : 11.79 vs. AFDZX (9.30). AFDZX return over 5 years is better than : 136.38 vs. DFFVX (116.56).
| 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 | 2.784 | 2.331 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 13.4B | 7% |
| Annual Yield % from dividends | 1.10 | 1.63 | 67% |
| Returns for 1 year | 9.30 | 11.79 | 79% |
| Returns for 3 years | 40.93 | 37.51 | 109% |
| Returns for 5 years | 136.38 | 116.56 | 117% |
| Returns for 10 years | 138.95 | 62.84 | 221% |
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