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DFFVX vs UBVRX
DFFVX vs UBVRX Comparison
Open Charts DFFVX vs UBVRX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R2
Price$83.61
Change-$0.90 (-1.06%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVRX Comparison Chart
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DFFVX vs. UBVRX 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 UBVRX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVRX (10.2B). DFFVX pays higher dividends than UBVRX: DFFVX (1.37) vs UBVRX (1.06). DFFVX was incepted earlier than UBVRX: DFFVX (25 years) vs UBVRX (11 years). UBVRX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX (0) and UBVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. UBVRX (15.10). DFFVX return over 5 years is better than : 58.07 vs. UBVRX (43.31).
| DFFVX | UBVRX | DFFVX / UBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 6.598 | 9.496 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.2B | 135% |
| Annual Yield % from dividends | 1.37 | 1.06 | 130% |
| Returns for 1 year | 19.37 | 15.10 | 128% |
| Returns for 3 years | 16.04 | 11.13 | 144% |
| Returns for 5 years | 58.07 | 43.31 | 134% |
| Returns for 10 years | 50.68 | 60.41 | 84% |
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