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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Undiscovered Managers Behavioral Val A
Price$82.99
Change+$0.91 (+1.11%)
VolumeN/A
Net Assets9.84B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Sep 29, 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 DFSVX is a Buy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. UBVAX (9.84B). DFSVX (1.52) and UBVAX (1.50) have matching dividends . DFSVX was incepted earlier than UBVAX: DFSVX (33 years) vs UBVAX (21 years). UBVAX (1.35) is less costly to investors than DFSVX (0.31). UBVAX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). 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 : 6.87 vs. UBVAX (-0.12). DFSVX (108.39) and UBVAX (103.23) have equivalent 5 years return.
| DFSVX | UBVAX | DFSVX / UBVAX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 5.663 | 2.242 | 253% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 9.84B | 168% |
| Annual Yield % from dividends | 1.52 | 1.50 | 102% |
| Returns for 1 year | 6.87 | -0.12 | -5,914% |
| Returns for 3 years | 43.95 | 21.22 | 207% |
| Returns for 5 years | 108.39 | 103.23 | 105% |
| Returns for 10 years | 73.20 | 69.13 | 106% |
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