Ad is loading...
Ad is loading...
DFSVX vs UBVFX
DFSVX vs UBVFX Comparison
Open Charts DFSVX vs UBVFX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R6
Price$91.19
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVFX commentary
Nov 18, 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 DFSVX is a Buy and UBVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. UBVFX (10.6B). UBVFX pays higher dividends than DFSVX: UBVFX (1.61) vs DFSVX (1.44). DFSVX was incepted earlier than UBVFX: DFSVX (32 years) vs UBVFX (12 years). UBVFX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than UBVFX: DFSVX (0) vs UBVFX (15000000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. UBVFX (19.84). DFSVX return over 5 years is better than : 56.90 vs. UBVFX (48.87).
| DFSVX | UBVFX | DFSVX / UBVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 14.541 | 14.102 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 10.6B | 164% |
| Annual Yield % from dividends | 1.44 | 1.61 | 90% |
| Returns for 1 year | 26.86 | 19.84 | 135% |
| Returns for 3 years | 7.13 | 6.30 | 113% |
| Returns for 5 years | 56.90 | 48.87 | 116% |
| Returns for 10 years | 48.27 | 76.82 | 63% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EZA | 46.40 | 0.14 | +0.30% |
| iShares MSCI South Africa ETF | |||
| VTEB | 50.53 | 0.15 | +0.30% |
| Vanguard Tax-Exempt Bond ETF | |||
| UJUN | 33.61 | -0.17 | -0.50% |
| Innovator U.S. Equity Ultra BffrETF™-Jun | |||
| BDGS | 31.43 | -0.20 | -0.65% |
| Bridges Capital Tactical ETF | |||
| FXH | 106.75 | -2.17 | -1.99% |
| First Trust Health Care AlphaDEX® ETF | |||