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DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val A
Price$81.27
Change-$3.08 (-3.65%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVAX Comparison Chart
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DFFVX vs. UBVAX commentary
Dec 19, 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 Hold and UBVAX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. UBVAX (10.5B). DFFVX (1.37) and UBVAX (1.32) have matching dividends . DFFVX was incepted earlier than UBVAX: DFFVX (25 years) vs UBVAX (21 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 : 8.72 vs. UBVAX (5.12). DFFVX return over 5 years is better than : 53.74 vs. UBVAX (36.18).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 8.579 | 5.395 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 10.5B | 133% |
| Annual Yield % from dividends | 1.37 | 1.32 | 104% |
| Returns for 1 year | 8.72 | 5.12 | 170% |
| Returns for 3 years | 21.84 | 6.50 | 336% |
| Returns for 5 years | 53.74 | 36.18 | 149% |
| Returns for 10 years | 64.37 | 58.60 | 110% |
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