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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val A
Price$81.27
Change-$3.08 (-3.65%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVAX Comparison Chart
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DFSVX vs. UBVAX commentary
Dec 19, 2024
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 DFSVX is a Hold and UBVAX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. UBVAX (10.5B). DFSVX pays higher dividends than UBVAX: DFSVX (1.44) vs UBVAX (1.32). DFSVX was incepted earlier than UBVAX: DFSVX (32 years) vs UBVAX (21 years). UBVAX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than UBVAX: DFSVX (0) vs UBVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. UBVAX (5.12). DFSVX return over 5 years is better than : 46.31 vs. UBVAX (36.18).
| DFSVX | UBVAX | DFSVX / UBVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 8.833 | 5.395 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 10.5B | 161% |
| Annual Yield % from dividends | 1.44 | 1.32 | 109% |
| Returns for 1 year | 9.08 | 5.12 | 177% |
| Returns for 3 years | 19.68 | 6.50 | 303% |
| Returns for 5 years | 46.31 | 36.18 | 128% |
| Returns for 10 years | 46.90 | 58.60 | 80% |
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