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DFFVX vs UBVVX
DFFVX vs UBVVX Comparison
Open Charts DFFVX vs UBVVX
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
Undiscovered Managers Behavioral Val R5
Price$86.75
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets10.57B
DFFVX vs UBVVX Comparison Chart
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DFFVX vs. UBVVX commentary
Jan 24, 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B 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 : 16.67 vs. UBVVX (12.93). DFFVX return over 5 years is better than : 65.08 vs. UBVVX (50.38).
| 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 | 3.957 | 3.298 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.6B | 130% |
| Annual Yield % from dividends | 1.37 | 1.53 | 90% |
| Returns for 1 year | 16.67 | 12.93 | 129% |
| Returns for 3 years | 25.21 | 8.37 | 301% |
| Returns for 5 years | 65.08 | 50.38 | 129% |
| Returns for 10 years | 72.94 | N/A | - |
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