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DFFVX vs DVLRX
DFFVX vs DVLRX Comparison
Open Charts DFFVX vs DVLRX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
Macquarie Small Cap Value R
Price$63.48
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets4.2B
DFFVX vs DVLRX Comparison Chart in %
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DFFVX vs. DVLRX commentary
Jul 07, 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 DFFVX is a Buy and DVLRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. DVLRX (4.2B). DFFVX pays higher dividends than DVLRX: DFFVX (1.63) vs DVLRX (0.94). DFFVX was incepted earlier than DVLRX: DFFVX (25 years) vs DVLRX (22 years). DVLRX (1.35) is less costly to investors than DFFVX (0.30). DVLRX is a more actively managed with annual turnover of: 19.00 vs. DFFVX (7.00). DFFVX (0) and DVLRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. DVLRX (0.01). DFFVX return over 5 years is better than : 116.56 vs. DVLRX (50.19).
| DFFVX | DVLRX | DFFVX / DVLRX | |
| Total Expense Ratio | 0.29 | 1.35 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.35 | 22% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 2.331 | 3.136 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 4.2B | 319% |
| Annual Yield % from dividends | 1.63 | 0.94 | 174% |
| Returns for 1 year | 11.79 | 0.01 | 115,206% |
| Returns for 3 years | 37.51 | 4.96 | 757% |
| Returns for 5 years | 116.56 | 50.19 | 232% |
| Returns for 10 years | 62.84 | 27.76 | 226% |
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