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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$36.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.78B
Undiscovered Managers Behavioral Val R4
Price$87.26
Change-$0.32 (-0.37%)
VolumeN/A
Net Assets10.1B
DFFVX vs UBVUX Comparison Chart in %
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DFFVX vs. UBVUX commentary
Aug 30, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVUX (10.1B). UBVUX pays higher dividends than DFFVX: UBVUX (1.70) vs DFFVX (1.62). DFFVX was incepted earlier than UBVUX: DFFVX (26 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than DFFVX (0.30). UBVUX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 9.68 vs. UBVUX (2.22). DFFVX return over 5 years is better than : 101.06 vs. UBVUX (90.46).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 7.146 | 5.062 | 141% |
| 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 | 1.62 | 1.70 | 95% |
| Returns for 1 year | 9.68 | 2.22 | 435% |
| Returns for 3 years | 32.02 | 11.24 | 285% |
| Returns for 5 years | 101.06 | 90.46 | 112% |
| Returns for 10 years | 81.25 | N/A | - |
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