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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$34.97
Change+$0.10 (+0.29%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$79.72
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. UBVCX (10.4B). 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 : 28.79 vs. UBVCX (20.98). DFFVX return over 5 years is better than : 66.27 vs. UBVCX (44.89).
| 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 | 10.884 | 11.884 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 10.4B | 134% |
| Annual Yield % from dividends | 1.37 | 0.75 | 183% |
| Returns for 1 year | 28.79 | 20.98 | 137% |
| Returns for 3 years | 14.46 | 6.23 | 232% |
| Returns for 5 years | 66.27 | 44.89 | 148% |
| Returns for 10 years | 69.98 | 63.22 | 111% |
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