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DFFVX vs USBNX
DFFVX vs USBNX Comparison
Open Charts DFFVX vs USBNX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
Pear Tree Polaris Small Cap Ord
Price$27.72
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets90.47M
DFFVX vs USBNX Comparison Chart in %
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DFFVX vs. USBNX 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 DFFVX is a Hold and USBNX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. USBNX (90.5M). DFFVX pays higher dividends than USBNX: DFFVX (1.68) vs USBNX (0.35). DFFVX was incepted earlier than USBNX: DFFVX (26 years) vs USBNX (33 years). USBNX (1.42) is less costly to investors than DFFVX (0.30). USBNX is a more actively managed with annual turnover of: 49.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than USBNX: DFFVX (0) vs USBNX (2500). DFFVX annual gain was more profitable for investors over the last year : 2.47 vs. USBNX (-4.70). DFFVX return over 5 years is better than : 91.09 vs. USBNX (46.33).
| DFFVX | USBNX | DFFVX / USBNX | |
| Total Expense Ratio | 0.29 | 1.42 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.42 | 21% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 3.910 | 2.553 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 90.5M | 14,696% |
| Annual Yield % from dividends | 1.68 | 0.35 | 478% |
| Returns for 1 year | 2.47 | -4.70 | -52% |
| Returns for 3 years | 34.38 | 18.21 | 189% |
| Returns for 5 years | 91.09 | 46.33 | 197% |
| Returns for 10 years | 73.97 | 23.08 | 320% |
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