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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
DFA US Targeted Value I
Price$36.23
Change-$0.23 (-0.63%)
VolumeN/A
Net Assets13.82B
Undiscovered Managers Behavioral Val R3
Price$82.89
Change-$0.75 (-0.90%)
VolumeN/A
Net Assets10.1B
DFFVX vs UBVTX Comparison Chart in %
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DFFVX vs. UBVTX commentary
Sep 04, 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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVTX (10.1B). DFFVX (1.50) and UBVTX (1.45) have matching dividends . DFFVX was incepted earlier than UBVTX: DFFVX (26 years) vs UBVTX (9 years). UBVTX (1.36) is less costly to investors than DFFVX (0.30). UBVTX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 7.59 vs. UBVTX (0.30). DFFVX return over 5 years is better than : 103.34 vs. UBVTX (89.67).
| DFFVX | UBVTX | DFFVX / UBVTX | |
| Total Expense Ratio | 0.29 | 1.30 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.36 | 22% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 6.383 | 4.433 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.1B | 137% |
| Annual Yield % from dividends | 1.50 | 1.45 | 103% |
| Returns for 1 year | 7.59 | 0.30 | 2,541% |
| Returns for 3 years | 36.44 | 12.53 | 291% |
| Returns for 5 years | 103.34 | 89.67 | 115% |
| Returns for 10 years | 84.35 | N/A | - |
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