Ad is loading...
Ad is loading...
DFFVX vs UBVLX
DFFVX vs UBVLX Comparison
Open Charts DFFVX vs UBVLX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$90.93
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVLX 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 UBVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. UBVLX (10.6B). UBVLX pays higher dividends than DFFVX: UBVLX (1.52) vs DFFVX (1.37). DFFVX was incepted earlier than UBVLX: DFFVX (25 years) vs UBVLX (26 years). UBVLX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than UBVLX: DFFVX (0) vs UBVLX (3000000). DFFVX annual gain was more profitable for investors over the last year : 27.76 vs. UBVLX (19.71). DFFVX return over 5 years is better than : 61.92 vs. UBVLX (48.22).
| DFFVX | UBVLX | DFFVX / UBVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 13.547 | 14.005 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 10.6B | 133% |
| Annual Yield % from dividends | 1.37 | 1.52 | 90% |
| Returns for 1 year | 27.76 | 19.71 | 141% |
| Returns for 3 years | 10.22 | 6.05 | 169% |
| Returns for 5 years | 61.92 | 48.22 | 128% |
| Returns for 10 years | 62.51 | 75.25 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VSHY | 21.95 | 0.05 | +0.23% |
| Virtus Newfleet Short Dur Hi Yld Bd ETF | |||
| PLTM | 9.09 | -0.01 | -0.10% |
| GraniteShares Platinum Trust | |||
| IGTR | 25.41 | -0.06 | -0.23% |
| Innovator Gradient Tactical Rot Str ETF | |||
| DGRS | 53.70 | -0.53 | -0.98% |
| WisdomTree US SmallCap Qual Div Gr ETF | |||
| USCL | 70.41 | -0.98 | -1.37% |
| iShares Climate Conscious &TrnMSCIUSAETF | |||