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AXVIX vs DFFVX
AXVIX vs DFFVX Comparison
Open Charts AXVIX vs DFFVX
Acclivity Small Cap Value I
Price$16.86
Change-$0.28 (-1.63%)
VolumeN/A
Net Assets29.69M
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
AXVIX vs DFFVX Comparison Chart
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AXVIX vs. DFFVX commentary
Jun 16, 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 AXVIX is a StrongBuy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. AXVIX (29.7M). DFFVX pays higher dividends than AXVIX: DFFVX (1.62) vs AXVIX (1.24). AXVIX was incepted earlier than DFFVX: AXVIX (6 years) vs DFFVX (25 years). AXVIX (1.04) is less costly to investors than DFFVX (0.30). AXVIX is a more actively managed with annual turnover of: 96.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AXVIX: DFFVX (0) vs AXVIX (20000). DFFVX annual gain was more profitable for investors over the last year : 3.74 vs. AXVIX (-6.48). DFFVX (98.41) and AXVIX (94.59) have equivalent 5 years return.
| AXVIX | DFFVX | AXVIX / DFFVX | |
| Total Expense Ratio | 0.48 | 0.29 | 166% |
| Annual Report Gross Expense Ratio | 1.04 | 0.30 | 347% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -8.568 | -5.144 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 12.6B | 0% |
| Annual Yield % from dividends | 1.24 | 1.62 | 76% |
| Returns for 1 year | -6.48 | 3.74 | -173% |
| Returns for 3 years | 15.72 | 23.80 | 66% |
| Returns for 5 years | 94.59 | 98.41 | 96% |
| Returns for 10 years | N/A | 47.01 | - |
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