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DFFVX vs UBVLX
DFFVX vs UBVLX Comparison
Open Charts DFFVX vs UBVLX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$84.42
Change-$3.20 (-3.65%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVLX Comparison Chart
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DFFVX vs. UBVLX 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 UBVLX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. UBVLX (10.5B). 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 : 15.38 vs. UBVLX (11.42). DFFVX return over 5 years is better than : 60.26 vs. UBVLX (44.81).
| 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 | 13.033 | 9.855 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 10.5B | 133% |
| Annual Yield % from dividends | 1.37 | 1.52 | 90% |
| Returns for 1 year | 15.38 | 11.42 | 135% |
| Returns for 3 years | 26.84 | 11.96 | 224% |
| Returns for 5 years | 60.26 | 44.81 | 134% |
| Returns for 10 years | 71.11 | 72.02 | 99% |
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