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DFFVX vs UBVSX
DFFVX vs UBVSX Comparison
Open Charts DFFVX vs UBVSX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val I
Price$87.65
Change-$0.94 (-1.06%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVSX Comparison Chart
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DFFVX vs. UBVSX 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 UBVSX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVSX (10.2B). UBVSX pays higher dividends than DFFVX: UBVSX (1.45) vs DFFVX (1.37). DFFVX was incepted earlier than UBVSX: DFFVX (25 years) vs UBVSX (11 years). UBVSX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than UBVSX: DFFVX (0) vs UBVSX (1000000). DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. UBVSX (16.10). DFFVX return over 5 years is better than : 58.07 vs. UBVSX (47.71).
| DFFVX | UBVSX | DFFVX / UBVSX | |
| 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 | 9.940 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.2B | 135% |
| Annual Yield % from dividends | 1.37 | 1.45 | 95% |
| Returns for 1 year | 19.37 | 16.10 | 120% |
| Returns for 3 years | 16.04 | 13.22 | 121% |
| Returns for 5 years | 58.07 | 47.71 | 122% |
| Returns for 10 years | 50.68 | 69.96 | 72% |
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