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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$39.06
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets14.62B
Undiscovered Managers Behavioral Val C
Price$72.01
Change+$0.59 (+0.83%)
VolumeN/A
Net Assets9.14B
DFFVX vs UBVCX Comparison Chart in %
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DFFVX vs. UBVCX commentary
Jan 15, 2026
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 UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. UBVCX (9.14B). DFFVX pays higher dividends than UBVCX: DFFVX (1.69) vs UBVCX (1.17). DFFVX was incepted earlier than UBVCX: DFFVX (26 years) vs UBVCX (22 years). UBVCX (1.84) is less costly to investors than DFFVX (0.30). UBVCX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than UBVCX: DFFVX (0) vs UBVCX (1000). DFFVX annual gain was more profitable for investors over the last year : 14.93 vs. UBVCX (-3.03). DFFVX return over 5 years is better than : 62.53 vs. UBVCX (16.92).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | 0.29 | 1.74 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 5.625 | 4.711 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 9.14B | 160% |
| Annual Yield % from dividends | 1.69 | 1.17 | 144% |
| Returns for 1 year | 14.93 | -3.03 | -493% |
| Returns for 3 years | 40.35 | 3.74 | 1,078% |
| Returns for 5 years | 62.53 | 16.92 | 370% |
| Returns for 10 years | 137.45 | 61.75 | 223% |
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