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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$23.16
Change-$0.21 (-0.90%)
VolumeN/A
Net Assets904.04M
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
AFDZX vs DFFVX Comparison Chart in %
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AFDZX vs. DFFVX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. AFDZX (904M). DFFVX pays higher dividends than AFDZX: DFFVX (1.62) vs AFDZX (1.09). AFDZX was incepted earlier than DFFVX: AFDZX (10 years) vs DFFVX (26 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 : 8.01 vs. AFDZX (6.86). AFDZX return over 5 years is better than : 106.63 vs. DFFVX (91.20).
| 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 | 26 years | - |
| Gain YTD | 5.705 | 2.742 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 13.3B | 7% |
| Annual Yield % from dividends | 1.09 | 1.62 | 67% |
| Returns for 1 year | 6.86 | 8.01 | 86% |
| Returns for 3 years | 25.73 | 20.63 | 125% |
| Returns for 5 years | 106.63 | 91.20 | 117% |
| Returns for 10 years | 147.50 | 66.57 | 222% |
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