DFFVX
Price
$31.45
Change
+$0.01 (+0.03%)
Updated
Feb 26, 6:59 PM EST
UBVFX
Price
$78.96
Change
-$0.65 (-0.82%)
Updated
Feb 26, 6:59 PM EST
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Analysis and predictions DFFVX vs UBVFX

Header iconDFFVX vs UBVFX Comparison
Open Charts DFFVX vs UBVFXBanner chart's image
DFA US Targeted Value I
Price$31.45
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R6
Price$78.96
Change-$0.65 (-0.82%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVFX Comparison Chart

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VS
DFFVX vs. UBVFX commentary
Feb 27, 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 UBVFX is a StrongSell.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. UBVFX (8.48B). UBVFX pays higher dividends than DFFVX: UBVFX (1.74) vs DFFVX (1.47). DFFVX was incepted earlier than UBVFX: DFFVX (24 years) vs UBVFX (11 years). UBVFX (0.85) is less costly to investors than DFFVX (0.29). UBVFX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (18.00). DFFVX has a lower initial minimum investment than UBVFX: DFFVX (0) vs UBVFX (15000000). DFFVX annual gain was more profitable for investors over the last year : 8.08 vs. UBVFX (-0.43). DFFVX return over 5 years is better than : 42.19 vs. UBVFX (32.34).
DFFVXUBVFXDFFVX / UBVFX
Total Expense Ratio0.290.8036%
Annual Report Gross Expense Ratio0.290.8534%
Fund Existence24 years11 years-
Gain YTD-1.380-1.201115%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B8.48B150%
Annual Yield % from dividends1.471.7485%
Returns for 1 year8.08-0.43-1,860%
Returns for 3 years18.8310.70176%
Returns for 5 years42.1932.34130%
Returns for 10 years45.5762.8273%
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