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DFFVX vs UBVLX
DFFVX vs UBVLX Comparison
Open Charts DFFVX vs UBVLX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
Undiscovered Managers Behavioral Val L
Price$78.67
Change+$1.99 (+2.60%)
VolumeN/A
Net Assets9.02B
DFFVX vs UBVLX Comparison Chart
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DFFVX vs. UBVLX commentary
May 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 UBVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. UBVLX (9.02B). UBVLX pays higher dividends than DFFVX: UBVLX (2.02) vs DFFVX (1.71). DFFVX was incepted earlier than UBVLX: DFFVX (25 years) vs UBVLX (26 years). UBVLX (0.95) is less costly to investors than DFFVX (0.30). UBVLX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than UBVLX: DFFVX (0) vs UBVLX (3000000). DFFVX annual gain was more profitable for investors over the last year : -1.46 vs. UBVLX (-5.93). DFFVX return over 5 years is better than : 105.40 vs. UBVLX (95.70).
| DFFVX | UBVLX | DFFVX / UBVLX | |
| Total Expense Ratio | 0.29 | 0.90 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.95 | 32% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -7.744 | -8.823 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 9.02B | 133% |
| Annual Yield % from dividends | 1.71 | 2.02 | 85% |
| Returns for 1 year | -1.46 | -5.93 | 25% |
| Returns for 3 years | 17.38 | -1.79 | -972% |
| Returns for 5 years | 105.40 | 95.70 | 110% |
| Returns for 10 years | 45.11 | 44.42 | 102% |
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