Interact to see
Advertisement
Advertisement
DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
Undiscovered Managers Behavioral Val A
Price$85.07
Change+$0.38 (+0.45%)
VolumeN/A
Net Assets10.08B
DFFVX vs UBVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVAX commentary
Sep 06, 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 Buy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. UBVAX (10.1B). DFFVX (1.50) and UBVAX (1.50) have matching dividends . DFFVX was incepted earlier than UBVAX: DFFVX (26 years) vs UBVAX (21 years). UBVAX (1.35) is less costly to investors than DFFVX (0.30). UBVAX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than UBVAX: DFFVX (0) vs UBVAX (1000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. UBVAX (3.09). DFFVX return over 5 years is better than : 105.61 vs. UBVAX (87.92).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.35 | 22% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 8.027 | 4.337 | 185% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 10.1B | 138% |
| Annual Yield % from dividends | 1.50 | 1.50 | 100% |
| Returns for 1 year | 13.85 | 3.09 | 448% |
| Returns for 3 years | 40.17 | 13.69 | 293% |
| Returns for 5 years | 105.61 | 87.92 | 120% |
| Returns for 10 years | 83.26 | 65.18 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers