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AUERX vs DFFVX
AUERX vs DFFVX Comparison
Open Charts AUERX vs DFFVX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
AUERX vs DFFVX Comparison Chart in %
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AUERX vs. DFFVX commentary
Feb 04, 2026
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 AUERX is a StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. AUERX (66.3M). DFFVX pays higher dividends than AUERX: DFFVX (1.58) vs AUERX (0.06). AUERX was incepted earlier than DFFVX: AUERX (18 years) vs DFFVX (26 years). AUERX (1.99) is less costly to investors than DFFVX (0.30). AUERX is a more actively managed with annual turnover of: 146.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than AUERX: DFFVX (0) vs AUERX (2000). AUERX annual gain was more profitable for investors over the last year : 24.01 vs. DFFVX (17.44). AUERX return over 5 years is better than : 74.32 vs. DFFVX (62.65).
| AUERX | DFFVX | AUERX / DFFVX | |
| Total Expense Ratio | 1.99 | 0.29 | 686% |
| Annual Report Gross Expense Ratio | 1.99 | 0.30 | 663% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 6.150 | 8.680 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 14.9B | 0% |
| Annual Yield % from dividends | 0.06 | 1.58 | 4% |
| Returns for 1 year | 24.01 | 17.44 | 138% |
| Returns for 3 years | 20.60 | 37.63 | 55% |
| Returns for 5 years | 74.32 | 62.65 | 119% |
| Returns for 10 years | 194.41 | 141.58 | 137% |
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