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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$74.58
Change-$2.83 (-3.66%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX 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 UBVCX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. UBVCX (10.5B). DFFVX pays higher dividends than UBVCX: DFFVX (1.37) vs UBVCX (0.75). DFFVX was incepted earlier than UBVCX: DFFVX (25 years) vs UBVCX (21 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 : 15.38 vs. UBVCX (10.14). DFFVX return over 5 years is better than : 60.26 vs. UBVCX (36.81).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 13.033 | 8.615 | 151% |
| 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 | 0.75 | 183% |
| Returns for 1 year | 15.38 | 10.14 | 152% |
| Returns for 3 years | 26.84 | 8.00 | 335% |
| Returns for 5 years | 60.26 | 36.81 | 164% |
| Returns for 10 years | 71.11 | 53.36 | 133% |
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