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DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$34.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val A
Price$85.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVAX Comparison Chart
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DFFVX vs. UBVAX commentary
Sep 21, 2024
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 UBVAX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. UBVAX (10.1B). DFFVX (1.37) and UBVAX (1.32) have matching dividends . DFFVX was incepted earlier than UBVAX: DFFVX (25 years) vs UBVAX (20 years). UBVAX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than UBVAX: DFFVX (0) vs UBVAX (1000). DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. UBVAX (15.60). DFFVX return over 5 years is better than : 58.07 vs. UBVAX (45.35).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 6.598 | 9.739 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 10.1B | 134% |
| Annual Yield % from dividends | 1.37 | 1.32 | 104% |
| Returns for 1 year | 19.37 | 15.60 | 124% |
| Returns for 3 years | 16.04 | 12.09 | 133% |
| Returns for 5 years | 58.07 | 45.35 | 128% |
| Returns for 10 years | 50.68 | 64.82 | 78% |
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