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DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
Undiscovered Managers Behavioral Val A
Price$73.77
Change-$5.15 (-6.53%)
VolumeN/A
Net Assets9.83B
DFFVX vs UBVAX Comparison Chart
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DFFVX vs. UBVAX commentary
Apr 04, 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: 12.6B vs. UBVAX (9.83B). DFFVX (1.63) and UBVAX (1.62) have matching dividends . DFFVX was incepted earlier than UBVAX: DFFVX (25 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 : 0.60 vs. UBVAX (0.01). DFFVX return over 5 years is better than : 165.27 vs. UBVAX (152.07).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.35 | 22% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | -5.436 | -2.772 | 196% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 9.83B | 128% |
| Annual Yield % from dividends | 1.63 | 1.62 | 100% |
| Returns for 1 year | 0.60 | 0.01 | 8,595% |
| Returns for 3 years | 11.44 | -2.85 | -401% |
| Returns for 5 years | 165.27 | 152.07 | 109% |
| Returns for 10 years | 48.10 | 48.42 | 99% |
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