DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
UBVCX
Price
$75.66
Change
+$0.38 (+0.50%)
Updated
Jul 25 closing price
Net Assets
9.9B
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DFSVX vs UBVCX

Header iconDFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCXBanner chart's image
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.

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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).
DFSVXUBVCXDFSVX / UBVCX
Total Expense Ratio0.311.7418%
Annual Report Gross Expense Ratio0.311.8617%
Fund Existence32 years21 years-
Gain YTD0.9011.21774%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B9.9B162%
Annual Yield % from dividends1.671.25133%
Returns for 1 year0.60-2.20-27%
Returns for 3 years27.096.76401%
Returns for 5 years94.2586.95108%
Returns for 10 years50.7345.71111%
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