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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
Undiscovered Managers Behavioral Val R3
Price$82.64
Change+$0.38 (+0.46%)
VolumeN/A
Net Assets10.56B
DFFVX vs UBVTX Comparison Chart
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DFFVX vs. UBVTX commentary
Jan 19, 2025
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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVTX (10.6B). DFFVX pays higher dividends than UBVTX: DFFVX (1.37) vs UBVTX (1.26). DFFVX was incepted earlier than UBVTX: DFFVX (25 years) vs UBVTX (8 years). UBVTX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.82 vs. UBVTX (14.59). DFFVX return over 5 years is better than : 58.83 vs. UBVTX (43.21).
| DFFVX | UBVTX | DFFVX / UBVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 3.026 | 3.184 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.6B | 130% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 17.82 | 14.59 | 122% |
| Returns for 3 years | 19.62 | 2.76 | 712% |
| Returns for 5 years | 58.83 | 43.21 | 136% |
| Returns for 10 years | 76.83 | N/A | - |
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