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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$80.15
Change-$3.05 (-3.67%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVTX Comparison Chart
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DFFVX vs. UBVTX commentary
Dec 19, 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 Hold and UBVTX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. UBVTX (10.5B). 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 : 15.38 vs. UBVTX (10.84). DFFVX return over 5 years is better than : 60.26 vs. UBVTX (41.21).
| 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 | 13.033 | 9.301 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 10.5B | 133% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 15.38 | 10.84 | 142% |
| Returns for 3 years | 26.84 | 10.17 | 264% |
| Returns for 5 years | 60.26 | 41.21 | 146% |
| Returns for 10 years | 71.11 | N/A | - |
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