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AVUVX vs DFFVX
AVUVX vs DFFVX Comparison
Open Charts AVUVX vs DFFVX
Avantis® U.S. Small Cap Value Instl
Price$17.68
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.19B
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
AVUVX vs DFFVX Comparison Chart in %
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AVUVX vs. DFFVX commentary
Oct 19, 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 AVUVX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. AVUVX (1.2B). DFFVX pays higher dividends than AVUVX: DFFVX (1.68) vs AVUVX (1.28). AVUVX was incepted earlier than DFFVX: AVUVX (6 years) vs DFFVX (26 years). DFFVX (0.30) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AVUVX: DFFVX (0) vs AVUVX (5000000). DFFVX annual gain was more profitable for investors over the last year : 2.47 vs. AVUVX (-1.10). AVUVX return over 5 years is better than : 98.52 vs. DFFVX (91.09).
| AVUVX | DFFVX | AVUVX / DFFVX | |
| Total Expense Ratio | 0.25 | 0.29 | 86% |
| Annual Report Gross Expense Ratio | 0.25 | 0.30 | 83% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 3.634 | 3.910 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 13.3B | 9% |
| Annual Yield % from dividends | 1.28 | 1.68 | 76% |
| Returns for 1 year | -1.10 | 2.47 | -44% |
| Returns for 3 years | 32.39 | 34.38 | 94% |
| Returns for 5 years | 98.52 | 91.09 | 108% |
| Returns for 10 years | N/A | 73.97 | - |
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