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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
Undiscovered Managers Behavioral Val A
Price$85.07
Change+$0.38 (+0.45%)
VolumeN/A
Net Assets10.08B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Sep 06, 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: 16.8B vs. UBVAX (10.1B). 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 : 11.40 vs. UBVAX (3.09). DFSVX return over 5 years is better than : 94.21 vs. UBVAX (87.92).
| 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 | 6.765 | 4.337 | 156% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 10.1B | 166% |
| Annual Yield % from dividends | 1.52 | 1.50 | 102% |
| Returns for 1 year | 11.40 | 3.09 | 369% |
| Returns for 3 years | 35.36 | 13.69 | 258% |
| Returns for 5 years | 94.21 | 87.92 | 107% |
| Returns for 10 years | 64.86 | 65.18 | 100% |
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