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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
DFA US Targeted Value I
Price$34.42
Change+$0.42 (+1.24%)
VolumeN/A
Net Assets13.03B
Undiscovered Managers Behavioral Val R3
Price$80.55
Change+$0.99 (+1.24%)
VolumeN/A
Net Assets9.71B
DFFVX vs UBVTX Comparison Chart in %
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DFFVX vs. UBVTX commentary
Jul 19, 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 Hold and UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. UBVTX (9.71B). DFFVX (1.63) and UBVTX (1.56) 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 : 1.83 vs. UBVTX (-3.65). DFFVX return over 5 years is better than : 105.89 vs. UBVTX (90.77).
| 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 | 1.068 | -0.662 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 9.71B | 134% |
| Annual Yield % from dividends | 1.63 | 1.56 | 105% |
| Returns for 1 year | 1.83 | -3.65 | -50% |
| Returns for 3 years | 35.97 | 10.92 | 329% |
| Returns for 5 years | 105.89 | 90.77 | 117% |
| Returns for 10 years | 62.26 | N/A | - |
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