Ad is loading...
DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Undiscovered Managers Behavioral Val R3
Price$79.83
Change-$1.50 (-1.84%)
VolumeN/A
Net Assets10.23B
DFFVX vs UBVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVTX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. UBVTX (10.2B). 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 : 10.28 vs. UBVTX (6.86). DFFVX return over 5 years is better than : 59.88 vs. UBVTX (44.38).
| 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 | -0.786 | -0.325 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 10.2B | 129% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 10.28 | 6.86 | 150% |
| Returns for 3 years | 20.19 | 1.85 | 1,089% |
| Returns for 5 years | 59.88 | 44.38 | 135% |
| Returns for 10 years | 57.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| APLY | 16.93 | 0.02 | +0.12% |
| YieldMax AAPL Option Income Strategy ETF | |||
| GXUS | 46.88 | N/A | N/A |
| Goldman Sachs MarketBeta(R) Ttl IntEqETF | |||
| QEMM | 58.74 | -0.29 | -0.50% |
| SPDR® MSCI Emerging Mkts StratcFacts ETF | |||
| ILCG | 90.66 | -2.21 | -2.38% |
| iShares Morningstar Growth ETF | |||
| RORO | 16.39 | -0.62 | -3.63% |
| ATAC US Rotation ETF | |||