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DFFVX vs KVALX
DFFVX vs KVALX Comparison
Open Charts DFFVX vs KVALX
DFA US Targeted Value I
Price$35.75
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets13.52B
Kennedy Capital Small Cap Value Instl
Price$12.88
Change+$0.20 (+1.58%)
VolumeN/A
Net Assets66.13M
DFFVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. KVALX (66.1M). DFFVX pays higher dividends than KVALX: DFFVX (1.68) vs KVALX (0.82). DFFVX was incepted earlier than KVALX: DFFVX (26 years) vs KVALX (3 years). KVALX (1.84) is less costly to investors than DFFVX (0.30). KVALX is a more actively managed with annual turnover of: 49.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than KVALX: DFFVX (0) vs KVALX (5000). DFFVX annual gain was more profitable for investors over the last year : 2.47 vs. KVALX (-1.67).
| DFFVX | KVALX | DFFVX / KVALX | |
| Total Expense Ratio | 0.29 | 0.89 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 26 years | 3 years | - |
| Gain YTD | 3.910 | 4.448 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 66.1M | 20,424% |
| Annual Yield % from dividends | 1.68 | 0.82 | 205% |
| Returns for 1 year | 2.47 | -1.67 | -148% |
| Returns for 3 years | 34.38 | 33.00 | 104% |
| Returns for 5 years | 91.09 | N/A | - |
| Returns for 10 years | 73.97 | N/A | - |
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