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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$79.72
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
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DFSVX vs UBVCX Comparison Chart
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DFSVX vs. UBVCX commentary
Oct 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. UBVCX (10.4B). DFSVX pays higher dividends than UBVCX: DFSVX (1.44) vs UBVCX (0.75). DFSVX was incepted earlier than UBVCX: DFSVX (32 years) vs UBVCX (20 years). UBVCX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). 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 : 28.36 vs. UBVCX (20.98). DFSVX return over 5 years is better than : 60.88 vs. UBVCX (44.89).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 11.862 | 11.884 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 10.4B | 163% |
| Annual Yield % from dividends | 1.44 | 0.75 | 192% |
| Returns for 1 year | 28.36 | 20.98 | 135% |
| Returns for 3 years | 11.30 | 6.23 | 181% |
| Returns for 5 years | 60.88 | 44.89 | 136% |
| Returns for 10 years | 55.19 | 63.22 | 87% |
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