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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$31.74
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets12.36B
Undiscovered Managers Behavioral Val C
Price$69.68
Change-$0.45 (-0.64%)
VolumeN/A
Net Assets9.26B
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. UBVCX (9.26B). DFFVX pays higher dividends than UBVCX: DFFVX (1.71) vs UBVCX (1.34). 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 : -1.47 vs. UBVCX (-5.19). DFFVX return over 5 years is better than : 108.13 vs. UBVCX (92.59).
| 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 | -6.926 | -6.662 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 9.26B | 134% |
| Annual Yield % from dividends | 1.71 | 1.34 | 127% |
| Returns for 1 year | -1.47 | -5.19 | 28% |
| Returns for 3 years | 17.12 | -3.68 | -465% |
| Returns for 5 years | 108.13 | 92.59 | 117% |
| Returns for 10 years | 44.83 | 31.04 | 144% |
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