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DFFVX vs UBVLX
DFFVX vs UBVLX Comparison
Open Charts DFFVX vs UBVLX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$88.12
Change-$0.95 (-1.07%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVLX Comparison Chart
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DFFVX vs. UBVLX commentary
Sep 21, 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 Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVLX (10.2B). 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 : 19.37 vs. UBVLX (16.24). DFFVX return over 5 years is better than : 58.07 vs. UBVLX (48.56).
| 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 | 6.598 | 9.992 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.2B | 135% |
| Annual Yield % from dividends | 1.37 | 1.52 | 90% |
| Returns for 1 year | 19.37 | 16.24 | 119% |
| Returns for 3 years | 16.04 | 13.52 | 119% |
| Returns for 5 years | 58.07 | 48.56 | 120% |
| Returns for 10 years | 50.68 | 72.15 | 70% |
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