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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
Undiscovered Managers Behavioral Val C
Price$67.84
Change-$4.74 (-6.53%)
VolumeN/A
Net Assets9.83B
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX 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 Hold and UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. UBVCX (9.83B). 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 : 0.60 vs. UBVCX (-0.73). DFFVX return over 5 years is better than : 165.27 vs. UBVCX (143.37).
| 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 | -5.436 | -2.903 | 187% |
| Front Load | N/A | N/A | - |
| 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 | 1.26 | 129% |
| Returns for 1 year | 0.60 | -0.73 | -83% |
| Returns for 3 years | 11.44 | -5.09 | -225% |
| Returns for 5 years | 165.27 | 143.37 | 115% |
| Returns for 10 years | 48.10 | 38.28 | 126% |
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