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DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Undiscovered Managers Behavioral Val A
Price$81.96
Change-$0.79 (-0.95%)
VolumeN/A
Net Assets9.8B
DFFVX vs UBVAX Comparison Chart in %
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DFFVX vs. UBVAX commentary
Aug 18, 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 UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. UBVAX (9.8B). DFFVX (1.62) and UBVAX (1.58) 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 : 8.01 vs. UBVAX (0.38). DFFVX return over 5 years is better than : 91.20 vs. UBVAX (77.64).
| 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 | 2.742 | 0.973 | 282% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 9.8B | 136% |
| Annual Yield % from dividends | 1.62 | 1.58 | 102% |
| Returns for 1 year | 8.01 | 0.38 | 2,110% |
| Returns for 3 years | 20.63 | 1.36 | 1,517% |
| Returns for 5 years | 91.20 | 77.64 | 117% |
| Returns for 10 years | 66.57 | 51.98 | 128% |
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