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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R4
Price$87.27
Change-$0.94 (-1.07%)
VolumeN/A
CapitalizationN/A
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DFFVX vs UBVUX Comparison Chart
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DFFVX vs. UBVUX commentary
Sep 21, 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 Buy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B 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 : 22.61 vs. UBVUX (18.91). DFFVX return over 5 years is better than : 59.42 vs. UBVUX (47.97).
| 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 | 7.514 | 10.357 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.2B | 135% |
| Annual Yield % from dividends | 1.37 | 1.42 | 97% |
| Returns for 1 year | 22.61 | 18.91 | 120% |
| Returns for 3 years | 20.03 | 16.75 | 120% |
| Returns for 5 years | 59.42 | 47.97 | 124% |
| Returns for 10 years | 55.75 | N/A | - |
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