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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
Undiscovered Managers Behavioral Val R4
Price$80.04
Change+$1.08 (+1.37%)
VolumeN/A
Net Assets9.34B
DFFVX vs UBVUX Comparison Chart
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DFFVX vs. UBVUX commentary
Jun 07, 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: 12.5B vs. UBVUX (9.34B). UBVUX pays higher dividends than DFFVX: UBVUX (1.78) vs DFFVX (1.62). 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 : 3.08 vs. UBVUX (-0.82). DFFVX return over 5 years is better than : 79.52 vs. UBVUX (65.25).
| 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 | -4.530 | -5.278 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 9.34B | 134% |
| Annual Yield % from dividends | 1.62 | 1.78 | 91% |
| Returns for 1 year | 3.08 | -0.82 | -376% |
| Returns for 3 years | 11.76 | -5.00 | -235% |
| Returns for 5 years | 79.52 | 65.25 | 122% |
| Returns for 10 years | 50.14 | N/A | - |
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