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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.65B
Undiscovered Managers Behavioral Val R3
Price$76.83
Change+$1.04 (+1.37%)
VolumeN/A
Net Assets9.34B
DFFVX vs UBVTX Comparison Chart
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DFFVX vs. UBVTX commentary
Jun 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. UBVTX (9.34B). DFFVX (1.62) and UBVTX (1.60) have matching dividends . DFFVX was incepted earlier than UBVTX: DFFVX (25 years) vs UBVTX (8 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 : 3.08 vs. UBVTX (-1.17). DFFVX return over 5 years is better than : 79.52 vs. UBVTX (62.48).
| DFFVX | UBVTX | DFFVX / UBVTX | |
| Total Expense Ratio | 0.29 | 1.30 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.36 | 22% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -4.530 | -5.369 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 9.34B | 136% |
| Annual Yield % from dividends | 1.62 | 1.60 | 101% |
| Returns for 1 year | 3.08 | -1.17 | -263% |
| Returns for 3 years | 11.76 | -6.05 | -195% |
| Returns for 5 years | 79.52 | 62.48 | 127% |
| Returns for 10 years | 50.14 | N/A | - |
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