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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Undiscovered Managers Behavioral Val R4
Price$83.12
Change-$1.55 (-1.83%)
VolumeN/A
Net Assets10.23B
DFFVX vs UBVUX Comparison Chart
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DFFVX vs. UBVUX 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. UBVUX (10.2B). 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 : 10.28 vs. UBVUX (7.24). DFFVX return over 5 years is better than : 59.88 vs. UBVUX (46.85).
| 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 | -0.786 | -0.288 | 273% |
| 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 | 1.42 | 97% |
| Returns for 1 year | 10.28 | 7.24 | 142% |
| Returns for 3 years | 20.19 | 3.00 | 672% |
| Returns for 5 years | 59.88 | 46.85 | 128% |
| Returns for 10 years | 57.95 | N/A | - |
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