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DFFVX vs UBVVX
DFFVX vs UBVVX Comparison
Open Charts DFFVX vs UBVVX
DFA US Targeted Value I
Price$34.60
Change+$0.31 (+0.90%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R5
Price$84.12
Change+$0.69 (+0.83%)
VolumeN/A
CapitalizationN/A
DFFVX vs UBVVX Comparison Chart
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DFFVX vs. UBVVX commentary
Dec 25, 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. UBVVX (10.1B). 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 : 8.75 vs. UBVVX (6.54). DFFVX return over 5 years is better than : 54.40 vs. UBVVX (40.59).
| 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 | 9.088 | 6.738 | 135% |
| 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 | 1.53 | 90% |
| Returns for 1 year | 8.75 | 6.54 | 134% |
| Returns for 3 years | 18.99 | 6.11 | 311% |
| Returns for 5 years | 54.40 | 40.59 | 134% |
| Returns for 10 years | 62.47 | N/A | - |
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