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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Undiscovered Managers Behavioral Val C
Price$75.66
Change+$0.38 (+0.50%)
VolumeN/A
Net Assets9.9B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Jul 27, 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: 16B vs. UBVCX (9.9B). 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 : 0.60 vs. UBVCX (-2.20). DFSVX return over 5 years is better than : 94.25 vs. UBVCX (86.95).
| 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 | 0.901 | 1.217 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 9.9B | 162% |
| Annual Yield % from dividends | 1.67 | 1.25 | 133% |
| Returns for 1 year | 0.60 | -2.20 | -27% |
| Returns for 3 years | 27.09 | 6.76 | 401% |
| Returns for 5 years | 94.25 | 86.95 | 108% |
| Returns for 10 years | 50.73 | 45.71 | 111% |
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