DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
UBVCX
Price
$75.66
Change
+$0.42 (+0.56%)
Updated
Jul 3 closing price
Net Assets
9.95B
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DFSVX vs UBVCX

Header iconDFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Undiscovered Managers Behavioral Val C
Price$75.66
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets9.95B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Jul 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 UBVCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. UBVCX (9.95B). DFSVX pays higher dividends than UBVCX: DFSVX (1.67) vs UBVCX (1.25). 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 : 9.45 vs. UBVCX (6.88). DFSVX return over 5 years is better than : 105.30 vs. UBVCX (95.30).
DFSVXUBVCXDFSVX / UBVCX
Total Expense Ratio0.311.7418%
Annual Report Gross Expense Ratio0.311.8617%
Fund Existence32 years21 years-
Gain YTD1.0671.21788%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B9.95B162%
Annual Yield % from dividends1.671.25133%
Returns for 1 year9.456.88137%
Returns for 3 years32.849.87333%
Returns for 5 years105.3095.30110%
Returns for 10 years45.1042.88105%
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