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AUERX vs DFFVX
AUERX vs DFFVX Comparison
Open Charts AUERX vs DFFVX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
AUERX vs DFFVX Comparison Chart in %
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AUERX vs. DFFVX commentary
Jul 08, 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 AUERX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. AUERX (47.5M). DFFVX pays higher dividends than AUERX: DFFVX (1.63) vs AUERX (0.24). AUERX was incepted earlier than DFFVX: AUERX (18 years) vs DFFVX (25 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 (7.00). DFFVX has a lower initial minimum investment than AUERX: DFFVX (0) vs AUERX (2000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. AUERX (-11.55). DFFVX (116.56) and AUERX (111.41) have equivalent 5 years return.
| 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 | 25 years | - |
| Gain YTD | 6.822 | 2.331 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 13.4B | 0% |
| Annual Yield % from dividends | 0.24 | 1.63 | 15% |
| Returns for 1 year | -11.55 | 11.79 | -98% |
| Returns for 3 years | 19.68 | 37.51 | 52% |
| Returns for 5 years | 111.41 | 116.56 | 96% |
| Returns for 10 years | 92.22 | 62.84 | 147% |
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