Interact to see
Advertisement
Advertisement
DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$36.48
Change+$0.39 (+1.08%)
VolumeN/A
Net Assets13.76B
Undiscovered Managers Behavioral Val A
Price$82.99
Change+$0.91 (+1.11%)
VolumeN/A
Net Assets9.84B
DFFVX vs UBVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVAX commentary
Sep 29, 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 UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVAX (9.84B). 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 : 9.20 vs. UBVAX (-0.12). DFFVX return over 5 years is better than : 119.45 vs. UBVAX (103.23).
| 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 | 7.117 | 2.242 | 317% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 9.84B | 140% |
| Annual Yield % from dividends | 1.50 | 1.50 | 100% |
| Returns for 1 year | 9.20 | -0.12 | -7,916% |
| Returns for 3 years | 49.44 | 21.22 | 233% |
| Returns for 5 years | 119.45 | 103.23 | 116% |
| Returns for 10 years | 93.57 | 69.13 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FNX | 125.31 | 1.49 | +1.20% |
| First Trust Mid Cap Core AlphaDEX® ETF | |||
| OILK | 41.59 | 0.12 | +0.29% |
| ProShares K-1 Free Crude Oil ETF | |||
| HECO | 40.08 | N/A | N/A |
| SPDR Galaxy Hdg Dgtl Ast Ecosystem ETF | |||
| RLTY | 15.15 | N/A | N/A |
| Cohen & Steers Real Estate Opportunities and Income Fund | |||
| SETH | 8.69 | -0.29 | -3.23% |
| ProShares Short Ether ETF | |||