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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
Undiscovered Managers Behavioral Val R4
Price$75.79
Change-$5.29 (-6.52%)
VolumeN/A
Net Assets9.83B
DFFVX vs UBVUX Comparison Chart
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DFFVX vs. UBVUX commentary
Apr 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 Hold and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. UBVUX (9.83B). UBVUX pays higher dividends than DFFVX: UBVUX (1.75) vs DFFVX (1.63). DFFVX was incepted earlier than UBVUX: DFFVX (25 years) vs UBVUX (8 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 : 0.60 vs. UBVUX (0.26). DFFVX return over 5 years is better than : 165.27 vs. UBVUX (155.38).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -5.436 | -2.735 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 9.83B | 128% |
| Annual Yield % from dividends | 1.63 | 1.75 | 93% |
| Returns for 1 year | 0.60 | 0.26 | 232% |
| Returns for 3 years | 11.44 | -2.09 | -546% |
| Returns for 5 years | 165.27 | 155.38 | 106% |
| Returns for 10 years | 48.10 | N/A | - |
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