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DFFVX vs DVZRX
DFFVX vs DVZRX Comparison
Open Charts DFFVX vs DVZRX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
Macquarie Small Cap Value R6
Price$67.67
Change-$1.18 (-1.71%)
VolumeN/A
Net Assets3.95B
DFFVX vs DVZRX Comparison Chart
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DFFVX vs. DVZRX 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 DFFVX is a Hold and DVZRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. DVZRX (3.95B). DFFVX pays higher dividends than DVZRX: DFFVX (1.62) vs DVZRX (1.39). DFFVX was incepted earlier than DVZRX: DFFVX (25 years) vs DVZRX (9 years). DVZRX (0.70) is less costly to investors than DFFVX (0.30). DVZRX is a more actively managed with annual turnover of: 19.00 vs. DFFVX (7.00). DFFVX (0) and DVZRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 3.74 vs. DVZRX (-4.98). DFFVX return over 5 years is better than : 98.41 vs. DVZRX (45.87).
| DFFVX | DVZRX | DFFVX / DVZRX | |
| Total Expense Ratio | 0.29 | 0.70 | 41% |
| Annual Report Gross Expense Ratio | 0.30 | 0.70 | 43% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -5.144 | -3.259 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 3.95B | 319% |
| Annual Yield % from dividends | 1.62 | 1.39 | 117% |
| Returns for 1 year | 3.74 | -4.98 | -75% |
| Returns for 3 years | 23.80 | -0.35 | -6,820% |
| Returns for 5 years | 98.41 | 45.87 | 215% |
| Returns for 10 years | 47.01 | N/A | - |
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