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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Undiscovered Managers Behavioral Val C
Price$67.83
Change+$1.10 (+1.65%)
VolumeN/A
Net Assets8.91B
DFSVX vs UBVCX Comparison Chart
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DFSVX vs. UBVCX commentary
Apr 25, 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 UBVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. UBVCX (8.91B). DFSVX pays higher dividends than UBVCX: DFSVX (1.65) vs UBVCX (1.26). DFSVX was incepted earlier than UBVCX: DFSVX (32 years) vs UBVCX (21 years). UBVCX (1.86) is less costly to investors than DFSVX (0.31). UBVCX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than UBVCX: DFSVX (0) vs UBVCX (1000). DFSVX annual gain was more profitable for investors over the last year : -5.06 vs. UBVCX (-7.70). DFSVX (101.19) and UBVCX (99.08) have equivalent 5 years return.
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.86 | 17% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | -12.795 | -10.729 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 8.91B | 156% |
| Annual Yield % from dividends | 1.65 | 1.26 | 131% |
| Returns for 1 year | -5.06 | -7.70 | 66% |
| Returns for 3 years | 3.93 | -10.62 | -37% |
| Returns for 5 years | 101.19 | 99.08 | 102% |
| Returns for 10 years | 23.87 | 26.74 | 89% |
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