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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R4
Price$82.53
Change+$0.88 (+1.08%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVUX Comparison Chart
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DFFVX vs. UBVUX commentary
Dec 23, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. UBVUX (10.1B). UBVUX (1.42) and DFFVX (1.37) have matching dividends . DFFVX was incepted earlier than UBVUX: DFFVX (25 years) vs UBVUX (8 years). UBVUX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 9.08 vs. UBVUX (6.57). DFFVX return over 5 years is better than : 54.06 vs. UBVUX (38.68).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 8.802 | 6.195 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 10.1B | 134% |
| Annual Yield % from dividends | 1.37 | 1.42 | 97% |
| Returns for 1 year | 9.08 | 6.57 | 138% |
| Returns for 3 years | 20.92 | 6.87 | 304% |
| Returns for 5 years | 54.06 | 38.68 | 140% |
| Returns for 10 years | 62.99 | N/A | - |
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