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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Undiscovered Managers Behavioral Val C
Price$75.23
Change-$0.73 (-0.96%)
VolumeN/A
Net Assets9.8B
DFFVX vs UBVCX Comparison Chart in %
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DFFVX vs. UBVCX 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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. UBVCX (9.8B). DFFVX pays higher dividends than UBVCX: DFFVX (1.62) vs UBVCX (1.23). DFFVX was incepted earlier than UBVCX: DFFVX (26 years) vs UBVCX (21 years). UBVCX (1.86) is less costly to investors than DFFVX (0.30). UBVCX is a more actively managed with annual turnover of: 27.00 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 : 8.01 vs. UBVCX (-0.36). DFFVX return over 5 years is better than : 91.20 vs. UBVCX (71.47).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | 0.29 | 1.74 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.86 | 16% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 2.742 | 0.642 | 427% |
| Front Load | N/A | N/A | - |
| 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 | 1.23 | 131% |
| Returns for 1 year | 8.01 | -0.36 | -2,221% |
| Returns for 3 years | 20.63 | -0.99 | -2,083% |
| Returns for 5 years | 91.20 | 71.47 | 128% |
| Returns for 10 years | 66.57 | 41.58 | 160% |
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