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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
Undiscovered Managers Behavioral Val C
Price$70.52
Change-$1.32 (-1.84%)
VolumeN/A
Net Assets9.5B
DFFVX vs UBVCX Comparison Chart
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DFFVX vs. UBVCX commentary
Jun 15, 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: 12.8B vs. UBVCX (9.5B). DFFVX pays higher dividends than UBVCX: DFFVX (1.62) vs UBVCX (1.28). 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 : 3.74 vs. UBVCX (1.27). DFFVX return over 5 years is better than : 98.41 vs. UBVCX (80.39).
| 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 | -5.144 | -3.893 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 9.5B | 135% |
| Annual Yield % from dividends | 1.62 | 1.28 | 126% |
| Returns for 1 year | 3.74 | 1.27 | 295% |
| Returns for 3 years | 23.80 | 4.34 | 549% |
| Returns for 5 years | 98.41 | 80.39 | 122% |
| Returns for 10 years | 47.01 | 33.40 | 141% |
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