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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$37.59
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets14.08B
Undiscovered Managers Behavioral Val R4
Price$78.41
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets8.96B
DFFVX vs UBVUX Comparison Chart in %
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DFFVX vs. UBVUX commentary
Dec 27, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. UBVUX (8.96B). UBVUX (1.68) and DFFVX (1.65) have matching dividends . DFFVX was incepted earlier than UBVUX: DFFVX (26 years) vs UBVUX (9 years). UBVUX (1.10) is less costly to investors than DFFVX (0.30). UBVUX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (7.00). DFFVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 10.25 vs. UBVUX (-6.31). DFFVX return over 5 years is better than : 69.65 vs. UBVUX (28.22).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 10.992 | -6.154 | -179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 8.96B | 157% |
| Annual Yield % from dividends | 1.65 | 1.68 | 99% |
| Returns for 1 year | 10.25 | -6.31 | -162% |
| Returns for 3 years | 43.33 | 7.75 | 559% |
| Returns for 5 years | 69.65 | 28.22 | 247% |
| Returns for 10 years | 99.61 | N/A | - |
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