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DFFVX vs UBVFX
DFFVX vs UBVFX Comparison
Open Charts DFFVX vs UBVFX
DFA US Targeted Value I
Price$32.90
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets12.65B
Undiscovered Managers Behavioral Val R6
Price$81.44
Change+$0.43 (+0.53%)
VolumeN/A
Net Assets9.46B
DFFVX vs UBVFX Comparison Chart
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DFFVX vs. UBVFX commentary
Jun 10, 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 UBVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. UBVFX (9.46B). UBVFX pays higher dividends than DFFVX: UBVFX (2.02) vs DFFVX (1.62). DFFVX was incepted earlier than UBVFX: DFFVX (25 years) vs UBVFX (12 years). UBVFX (0.85) is less costly to investors than DFFVX (0.30). UBVFX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than UBVFX: DFFVX (0) vs UBVFX (15000000). DFFVX annual gain was more profitable for investors over the last year : 4.65 vs. UBVFX (1.32). DFFVX return over 5 years is better than : 89.10 vs. UBVFX (78.80).
| DFFVX | UBVFX | DFFVX / UBVFX | |
| Total Expense Ratio | 0.29 | 0.80 | 36% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | -3.858 | -3.880 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 9.46B | 134% |
| Annual Yield % from dividends | 1.62 | 2.02 | 80% |
| Returns for 1 year | 4.65 | 1.32 | 351% |
| Returns for 3 years | 20.13 | 3.20 | 630% |
| Returns for 5 years | 89.10 | 78.80 | 113% |
| Returns for 10 years | 49.19 | 50.09 | 98% |
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