Interact to see
Advertisement
Advertisement
DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$36.15
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets13.62B
Undiscovered Managers Behavioral Val R4
Price$85.07
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets9.81B
DFFVX vs UBVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVUX commentary
Oct 09, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.6B vs. UBVUX (9.81B). DFFVX (1.68) and UBVUX (1.64) have matching dividends . 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 : 9.59 vs. UBVUX (0.81). DFFVX return over 5 years is better than : 96.30 vs. UBVUX (79.65).
| 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 | 6.684 | 2.111 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 9.81B | 139% |
| Annual Yield % from dividends | 1.68 | 1.64 | 102% |
| Returns for 1 year | 9.59 | 0.81 | 1,186% |
| Returns for 3 years | 43.52 | 18.46 | 236% |
| Returns for 5 years | 96.30 | 79.65 | 121% |
| Returns for 10 years | 77.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DTEC | 52.35 | 0.75 | +1.45% |
| ALPS Disruptive Technologies ETF | |||
| IWL | 167.89 | 1.07 | +0.64% |
| iShares Russell Top 200 ETF | |||
| IBHG | 22.39 | -0.01 | -0.04% |
| iShares® iBonds® 2027 Term HY & Inc ETF | |||
| EUM | 20.54 | -0.14 | -0.66% |
| ProShares Short MSCI Emerging Markets | |||
| ASMH | 67.35 | -0.89 | -1.30% |
| ASML HOLDING NV ADRHEDGED ASMH | |||