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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
Undiscovered Managers Behavioral Val C
Price$67.83
Change+$1.10 (+1.65%)
VolumeN/A
Net Assets8.91B
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. UBVCX (8.91B). DFFVX pays higher dividends than UBVCX: DFFVX (1.63) vs UBVCX (1.26). DFFVX was incepted earlier than UBVCX: DFFVX (25 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 : -3.09 vs. UBVCX (-7.70). DFFVX return over 5 years is better than : 114.69 vs. UBVCX (99.08).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | 0.29 | 1.74 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.86 | 16% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | -11.280 | -10.729 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.91B | 131% |
| Annual Yield % from dividends | 1.63 | 1.26 | 129% |
| Returns for 1 year | -3.09 | -7.70 | 40% |
| Returns for 3 years | 7.89 | -10.62 | -74% |
| Returns for 5 years | 114.69 | 99.08 | 116% |
| Returns for 10 years | 39.79 | 26.74 | 149% |
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