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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Undiscovered Managers Behavioral Val C
Price$75.30
Change-$0.77 (-1.01%)
VolumeN/A
Net Assets9.84B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. UBVCX (9.84B). 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 : 7.73 vs. UBVCX (-0.36). DFSVX return over 5 years is better than : 107.90 vs. UBVCX (96.06).
| 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 | 5.413 | 1.766 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 9.84B | 169% |
| Annual Yield % from dividends | 1.52 | 1.17 | 130% |
| Returns for 1 year | 7.73 | -0.36 | -2,172% |
| Returns for 3 years | 43.68 | 17.57 | 249% |
| Returns for 5 years | 107.90 | 96.06 | 112% |
| Returns for 10 years | 72.46 | 57.26 | 127% |
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