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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
Undiscovered Managers Behavioral Val C
Price$78.07
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets10.08B
DFFVX vs UBVCX Comparison Chart in %
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DFFVX vs. UBVCX 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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. UBVCX (10.1B). DFFVX pays higher dividends than UBVCX: DFFVX (1.50) vs UBVCX (1.17). DFFVX was incepted earlier than UBVCX: DFFVX (26 years) vs UBVCX (21 years). UBVCX (1.86) is less costly to investors than DFFVX (0.30). UBVCX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than UBVCX: DFFVX (0) vs UBVCX (1000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. UBVCX (2.33). DFFVX return over 5 years is better than : 105.61 vs. UBVCX (81.43).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | 0.29 | 1.74 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.86 | 16% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 8.027 | 3.973 | 202% |
| Front Load | N/A | N/A | - |
| 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 | 1.17 | 128% |
| Returns for 1 year | 13.85 | 2.33 | 593% |
| Returns for 3 years | 40.17 | 11.06 | 363% |
| Returns for 5 years | 105.61 | 81.43 | 130% |
| Returns for 10 years | 83.26 | 53.89 | 154% |
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