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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
Undiscovered Managers Behavioral Val C
Price$75.66
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets9.95B
DFFVX vs UBVCX Comparison Chart in %
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DFFVX vs. UBVCX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. UBVCX (9.95B). DFFVX pays higher dividends than UBVCX: DFFVX (1.63) vs UBVCX (1.25). 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 : 11.79 vs. UBVCX (6.88). DFFVX return over 5 years is better than : 116.56 vs. UBVCX (95.30).
| 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 | 2.331 | 1.217 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 9.95B | 135% |
| Annual Yield % from dividends | 1.63 | 1.25 | 131% |
| Returns for 1 year | 11.79 | 6.88 | 171% |
| Returns for 3 years | 37.51 | 9.87 | 380% |
| Returns for 5 years | 116.56 | 95.30 | 122% |
| Returns for 10 years | 62.84 | 42.88 | 147% |
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