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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$74.58
Change-$2.83 (-3.66%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVCX Comparison Chart
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DFSVX vs. UBVCX commentary
Dec 19, 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 Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. UBVCX (10.5B). DFSVX pays higher dividends than UBVCX: DFSVX (1.44) vs UBVCX (0.75). DFSVX was incepted earlier than UBVCX: DFSVX (32 years) vs UBVCX (21 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 : 15.68 vs. UBVCX (10.14). DFSVX return over 5 years is better than : 52.30 vs. UBVCX (36.81).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 13.283 | 8.615 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 10.5B | 161% |
| Annual Yield % from dividends | 1.44 | 0.75 | 192% |
| Returns for 1 year | 15.68 | 10.14 | 155% |
| Returns for 3 years | 24.57 | 8.00 | 307% |
| Returns for 5 years | 52.30 | 36.81 | 142% |
| Returns for 10 years | 52.91 | 53.36 | 99% |
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