Interact to see
Advertisement
Advertisement
DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
Undiscovered Managers Behavioral Val R4
Price$82.99
Change+$0.45 (+0.55%)
VolumeN/A
Net Assets9.47B
DFFVX vs UBVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVUX commentary
Oct 19, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. UBVUX (9.47B). DFFVX (1.68) and UBVUX (1.64) have matching dividends . DFFVX was incepted earlier than UBVUX: DFFVX (26 years) vs UBVUX (9 years). UBVUX (1.11) 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 : 2.47 vs. UBVUX (-5.04). DFFVX return over 5 years is better than : 91.09 vs. UBVUX (75.47).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 3.910 | -0.444 | -881% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 9.47B | 140% |
| Annual Yield % from dividends | 1.68 | 1.64 | 102% |
| Returns for 1 year | 2.47 | -5.04 | -49% |
| Returns for 3 years | 34.38 | 10.61 | 324% |
| Returns for 5 years | 91.09 | 75.47 | 121% |
| Returns for 10 years | 73.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DJAN | 42.12 | 0.16 | +0.37% |
| FT Vest US Equity Dp Bffr ETF Jan | |||
| LAPR | 25.17 | N/A | +0.02% |
| Innovator Premium Inc 15 Bffr ETF - Aprl | |||
| FXU | 46.91 | -0.06 | -0.13% |
| First Trust Utilities AlphaDEX® ETF | |||
| SLNZ | 46.76 | -0.10 | -0.21% |
| TCW Senior Loan ETF | |||
| XITK | 184.62 | -0.58 | -0.31% |
| SPDR® FactSet Innovative Technology ETF | |||