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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
Undiscovered Managers Behavioral Val C
Price$78.07
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets10.08B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX 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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. UBVCX (10.1B). DFSVX pays higher dividends than UBVCX: DFSVX (1.52) vs UBVCX (1.17). DFSVX was incepted earlier than UBVCX: DFSVX (33 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 : 11.40 vs. UBVCX (2.33). DFSVX return over 5 years is better than : 94.21 vs. UBVCX (81.43).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.86 | 17% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 6.765 | 3.973 | 170% |
| Front Load | N/A | N/A | - |
| 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 | 1.17 | 130% |
| Returns for 1 year | 11.40 | 2.33 | 488% |
| Returns for 3 years | 35.36 | 11.06 | 320% |
| Returns for 5 years | 94.21 | 81.43 | 116% |
| Returns for 10 years | 64.86 | 53.89 | 120% |
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