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DFFVX vs UBVVX
DFFVX vs UBVVX Comparison
Open Charts DFFVX vs UBVVX
DFA US Targeted Value I
Price$36.48
Change+$0.62 (+1.73%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R5
Price$92.51
Change+$1.34 (+1.47%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVVX Comparison Chart
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DFFVX vs. UBVVX commentary
Nov 22, 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 UBVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. UBVVX (10.6B). UBVVX pays higher dividends than DFFVX: UBVVX (1.53) vs DFFVX (1.37). DFFVX was incepted earlier than UBVVX: DFFVX (25 years) vs UBVVX (8 years). UBVVX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX (0) and UBVVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 28.79 vs. UBVVX (21.35). DFFVX return over 5 years is better than : 67.49 vs. UBVVX (53.08).
| DFFVX | UBVVX | DFFVX / UBVVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 15.672 | 16.116 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 10.6B | 133% |
| Annual Yield % from dividends | 1.37 | 1.53 | 90% |
| Returns for 1 year | 28.79 | 21.35 | 135% |
| Returns for 3 years | 14.22 | 9.48 | 150% |
| Returns for 5 years | 67.49 | 53.08 | 127% |
| Returns for 10 years | 63.22 | N/A | - |
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