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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Undiscovered Managers Behavioral Val A
Price$84.60
Change+$1.11 (+1.33%)
VolumeN/A
Net Assets10.56B
DFSVX vs UBVAX Comparison Chart
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DFSVX vs. UBVAX commentary
Jan 31, 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 StrongBuy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B 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 (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 : 17.34 vs. UBVAX (13.95). DFSVX return over 5 years is better than : 64.95 vs. UBVAX (53.59).
| 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 | 4.082 | 4.226 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 10.6B | 159% |
| Annual Yield % from dividends | 1.44 | 1.32 | 109% |
| Returns for 1 year | 17.34 | 13.95 | 124% |
| Returns for 3 years | 23.52 | 7.88 | 298% |
| Returns for 5 years | 64.95 | 53.59 | 121% |
| Returns for 10 years | 57.14 | 72.57 | 79% |
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