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DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$36.39
Change-$0.35 (-0.95%)
VolumeN/A
Net Assets13.92B
Undiscovered Managers Behavioral Val A
Price$83.83
Change-$0.73 (-0.86%)
VolumeN/A
Net Assets10.06B
DFFVX vs UBVAX Comparison Chart in %
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DFFVX vs. UBVAX commentary
Sep 10, 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 UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. UBVAX (10.1B). DFFVX (1.50) and UBVAX (1.50) have matching dividends . DFFVX was incepted earlier than UBVAX: DFFVX (26 years) vs UBVAX (21 years). UBVAX (1.35) is less costly to investors than DFFVX (0.30). UBVAX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than UBVAX: DFFVX (0) vs UBVAX (1000). DFFVX annual gain was more profitable for investors over the last year : 15.77 vs. UBVAX (4.48). DFFVX return over 5 years is better than : 108.76 vs. UBVAX (93.81).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.35 | 22% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 7.880 | 4.176 | 189% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 10.1B | 138% |
| Annual Yield % from dividends | 1.50 | 1.50 | 100% |
| Returns for 1 year | 15.77 | 4.48 | 352% |
| Returns for 3 years | 34.42 | 9.07 | 379% |
| Returns for 5 years | 108.76 | 93.81 | 116% |
| Returns for 10 years | 84.98 | 66.17 | 128% |
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