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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val A
Price$87.65
Change-$0.40 (-0.45%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVAX Comparison Chart
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DFSVX vs. UBVAX commentary
Nov 18, 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 Buy and UBVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. UBVAX (10.6B). DFSVX pays higher dividends than UBVAX: DFSVX (1.44) vs UBVAX (1.32). DFSVX was incepted earlier than UBVAX: DFSVX (32 years) vs UBVAX (20 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 : 26.86 vs. UBVAX (19.03). DFSVX return over 5 years is better than : 56.90 vs. UBVAX (45.00).
| DFSVX | UBVAX | DFSVX / UBVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 14.541 | 13.669 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 10.6B | 164% |
| Annual Yield % from dividends | 1.44 | 1.32 | 109% |
| Returns for 1 year | 26.86 | 19.03 | 141% |
| Returns for 3 years | 7.13 | 4.71 | 151% |
| Returns for 5 years | 56.90 | 45.00 | 126% |
| Returns for 10 years | 48.27 | 67.81 | 71% |
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