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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$35.85
Change+$0.30 (+0.84%)
VolumeN/A
Net Assets14.07B
Undiscovered Managers Behavioral Val C
Price$77.87
Change+$1.02 (+1.33%)
VolumeN/A
Net Assets10.56B
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX commentary
Jan 31, 2025
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 StrongBuy and UBVCX is a Buy.
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 (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 : 17.82 vs. UBVCX (13.12). DFFVX return over 5 years is better than : 72.33 vs. UBVCX (48.27).
| 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 | 4.306 | 4.174 | 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 | 17.82 | 13.12 | 136% |
| Returns for 3 years | 26.32 | 5.39 | 488% |
| Returns for 5 years | 72.33 | 48.27 | 150% |
| Returns for 10 years | 75.86 | 60.79 | 125% |
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