Ad is loading...
Ad is loading...
DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$80.66
Change-$0.37 (-0.46%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVCX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. UBVCX (10.6B). DFSVX pays higher dividends than UBVCX: DFSVX (1.44) vs UBVCX (0.75). DFSVX was incepted earlier than UBVCX: DFSVX (32 years) vs UBVCX (20 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 : 26.86 vs. UBVCX (17.77). DFSVX return over 5 years is better than : 56.90 vs. UBVCX (39.87).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 14.541 | 13.175 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 10.6B | 164% |
| Annual Yield % from dividends | 1.44 | 0.75 | 192% |
| Returns for 1 year | 26.86 | 17.77 | 151% |
| Returns for 3 years | 7.13 | 2.34 | 305% |
| Returns for 5 years | 56.90 | 39.87 | 143% |
| Returns for 10 years | 48.27 | 56.56 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| THYF | 52.33 | -0.13 | -0.26% |
| T. Rowe Price U.S. High Yield ETF | |||
| PTIN | 28.87 | -0.10 | -0.35% |
| Pacer Trendpilot International ETF | |||
| SEA | 15.97 | -0.11 | -0.68% |
| US Global Sea to Sky Cargo ETF | |||
| XOP | 140.85 | -1.35 | -0.95% |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | |||
| XUSP | 40.50 | -0.71 | -1.73% |
| Innovator Uncapped Accelerated US Eq ETF | |||