Ad is loading...
DFSVX vs UBVFX
DFSVX vs UBVFX Comparison
Open Charts DFSVX vs UBVFX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Undiscovered Managers Behavioral Val R6
Price$84.06
Change-$1.57 (-1.83%)
VolumeN/A
Net Assets10.23B
DFSVX vs UBVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVFX commentary
Feb 23, 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 UBVFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVFX (10.2B). 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 : 9.32 vs. UBVFX (7.54). DFSVX return over 5 years is better than : 52.23 vs. UBVFX (48.73).
| 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 | -1.546 | -0.261 | 592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 10.2B | 156% |
| Annual Yield % from dividends | 1.44 | 1.61 | 90% |
| Returns for 1 year | 9.32 | 7.54 | 124% |
| Returns for 3 years | 17.14 | 3.77 | 455% |
| Returns for 5 years | 52.23 | 48.73 | 107% |
| Returns for 10 years | 41.91 | 65.25 | 64% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers