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DFSVX vs UBVFX
DFSVX vs UBVFX Comparison
Open Charts DFSVX vs UBVFX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R6
Price$87.89
Change-$1.07 (-1.20%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVFX Comparison Chart
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DFSVX vs. UBVFX commentary
Dec 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 UBVFX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. UBVFX (10.6B). UBVFX pays higher dividends than DFSVX: UBVFX (1.61) vs DFSVX (1.44). DFSVX was incepted earlier than UBVFX: DFSVX (32 years) vs UBVFX (12 years). UBVFX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than UBVFX: DFSVX (0) vs UBVFX (15000000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. UBVFX (11.54). DFSVX return over 5 years is better than : 52.30 vs. UBVFX (45.45).
| DFSVX | UBVFX | DFSVX / UBVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 13.283 | 9.972 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 10.6B | 162% |
| Annual Yield % from dividends | 1.44 | 1.61 | 90% |
| Returns for 1 year | 15.68 | 11.54 | 136% |
| Returns for 3 years | 24.57 | 12.24 | 201% |
| Returns for 5 years | 52.30 | 45.45 | 115% |
| Returns for 10 years | 52.91 | 73.56 | 72% |
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