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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Undiscovered Managers Behavioral Val C
Price$67.84
Change-$4.74 (-6.53%)
VolumeN/A
Net Assets9.83B
DFSVX vs UBVCX Comparison Chart
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DFSVX vs. UBVCX commentary
Apr 04, 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 Hold and UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. UBVCX (9.83B). DFSVX pays higher dividends than UBVCX: DFSVX (1.65) vs UBVCX (1.26). 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). UBVCX (-0.73) and DFSVX (-0.75) have marching annual gain over last year. DFSVX (148.44) and UBVCX (143.37) have equivalent 5 years return.
| 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 | -6.586 | -2.903 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 9.83B | 153% |
| Annual Yield % from dividends | 1.65 | 1.26 | 131% |
| Returns for 1 year | -0.75 | -0.73 | 103% |
| Returns for 3 years | 7.99 | -5.09 | -157% |
| Returns for 5 years | 148.44 | 143.37 | 104% |
| Returns for 10 years | 31.44 | 38.28 | 82% |
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