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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
Undiscovered Managers Behavioral Val R4
Price$79.02
Change-$0.38 (-0.48%)
VolumeN/A
Net Assets8.88B
DFFVX vs UBVUX Comparison Chart in %
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DFFVX vs. UBVUX commentary
Nov 20, 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: 13.1B vs. UBVUX (8.88B). DFFVX (1.72) and UBVUX (1.70) 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: 35.00 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 : -1.67 vs. UBVUX (-10.59). DFFVX return over 5 years is better than : 68.92 vs. UBVUX (40.55).
| 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 | 2.050 | -5.206 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 8.88B | 147% |
| Annual Yield % from dividends | 1.72 | 1.70 | 101% |
| Returns for 1 year | -1.67 | -10.59 | 16% |
| Returns for 3 years | 22.17 | -1.38 | -1,607% |
| Returns for 5 years | 68.92 | 40.55 | 170% |
| Returns for 10 years | 69.76 | N/A | - |
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