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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$80.66
Change-$0.37 (-0.46%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX commentary
Nov 18, 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 UBVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. UBVCX (10.6B). DFFVX pays higher dividends than UBVCX: DFFVX (1.37) vs UBVCX (0.75). DFFVX was incepted earlier than UBVCX: DFFVX (25 years) vs UBVCX (20 years). UBVCX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than UBVCX: DFFVX (0) vs UBVCX (1000). DFFVX annual gain was more profitable for investors over the last year : 27.76 vs. UBVCX (17.77). DFFVX return over 5 years is better than : 61.92 vs. UBVCX (39.87).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 13.547 | 13.175 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 10.6B | 133% |
| Annual Yield % from dividends | 1.37 | 0.75 | 183% |
| Returns for 1 year | 27.76 | 17.77 | 156% |
| Returns for 3 years | 10.22 | 2.34 | 437% |
| Returns for 5 years | 61.92 | 39.87 | 155% |
| Returns for 10 years | 62.51 | 56.56 | 111% |
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