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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
Undiscovered Managers Behavioral Val R4
Price$84.68
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets9.95B
DFFVX vs UBVUX Comparison Chart in %
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DFFVX vs. UBVUX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. UBVUX (9.95B). UBVUX pays higher dividends than DFFVX: UBVUX (1.73) 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 : 11.79 vs. UBVUX (7.95). DFFVX return over 5 years is better than : 116.56 vs. UBVUX (104.93).
| 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 | 2.331 | 1.583 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 9.95B | 135% |
| Annual Yield % from dividends | 1.63 | 1.73 | 95% |
| Returns for 1 year | 11.79 | 7.95 | 148% |
| Returns for 3 years | 37.51 | 13.35 | 281% |
| Returns for 5 years | 116.56 | 104.93 | 111% |
| Returns for 10 years | 62.84 | N/A | - |
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