Interact to see
Advertisement
Advertisement
DFFVX vs UBVVX
DFFVX vs UBVVX Comparison
Open Charts DFFVX vs UBVVX
DFA US Targeted Value I
Price$36.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.78B
Undiscovered Managers Behavioral Val R5
Price$88.00
Change-$0.32 (-0.36%)
VolumeN/A
Net Assets10.1B
DFFVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVVX commentary
Aug 30, 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. UBVVX (10.1B). UBVVX pays higher dividends than DFFVX: UBVVX (1.87) vs DFFVX (1.62). DFFVX was incepted earlier than UBVVX: DFFVX (26 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than DFFVX (0.30). UBVVX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX (0) and UBVVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 9.68 vs. UBVVX (2.40). DFFVX return over 5 years is better than : 101.06 vs. UBVVX (92.01).
| DFFVX | UBVVX | DFFVX / UBVVX | |
| Total Expense Ratio | 0.29 | 0.90 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.95 | 32% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 7.146 | 5.168 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 10.1B | 137% |
| Annual Yield % from dividends | 1.62 | 1.87 | 87% |
| Returns for 1 year | 9.68 | 2.40 | 403% |
| Returns for 3 years | 32.02 | 11.78 | 272% |
| Returns for 5 years | 101.06 | 92.01 | 110% |
| Returns for 10 years | 81.25 | 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 % |
| IVOG | 119.33 | 0.57 | +0.48% |
| Vanguard S&P Mid-Cap 400 Growth ETF | |||
| QARP | 56.20 | 0.10 | +0.18% |
| Xtrackers Russell 1000 US QARP ETF | |||
| STOT | 47.45 | N/A | N/A |
| SPDR® DoubleLine Shrt Dur Ttl RetTactETF | |||
| HYGI | 27.31 | N/A | N/A |
| iShares Inflation Hedged Hgh Yld Bd ETF | |||
| LIAQ | 222.46 | N/A | N/A |
| LifeX 2058 Infl-Prt Longevity Inc ETF | |||