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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
Undiscovered Managers Behavioral Val R3
Price$71.84
Change+$5.30 (+7.97%)
VolumeN/A
Net Assets9.01B
DFFVX vs UBVTX Comparison Chart
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DFFVX vs. UBVTX commentary
Apr 11, 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 Buy and UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 10.7B vs. UBVTX (9.01B). DFFVX (1.63) and UBVTX (1.57) have matching dividends . DFFVX was incepted earlier than UBVTX: DFFVX (25 years) vs UBVTX (8 years). UBVTX (1.36) is less costly to investors than DFFVX (0.30). UBVTX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -14.30 vs. UBVTX (-15.33). DFFVX return over 5 years is better than : 86.51 vs. UBVTX (74.28).
| DFFVX | UBVTX | DFFVX / UBVTX | |
| Total Expense Ratio | 0.29 | 1.30 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.36 | 22% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -19.346 | -16.918 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 9.01B | 119% |
| Annual Yield % from dividends | 1.63 | 1.57 | 104% |
| Returns for 1 year | -14.30 | -15.33 | 93% |
| Returns for 3 years | -2.06 | -15.35 | 13% |
| Returns for 5 years | 86.51 | 74.28 | 116% |
| Returns for 10 years | 26.04 | N/A | - |
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