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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
Undiscovered Managers Behavioral Val L
Price$85.97
Change-$0.85 (-0.98%)
VolumeN/A
Net Assets9.91B
DFSVX vs UBVLX Comparison Chart in %
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DFSVX vs. UBVLX commentary
Oct 09, 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 UBVLX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. UBVLX (9.91B). UBVLX pays higher dividends than DFSVX: UBVLX (1.78) vs DFSVX (1.66). DFSVX was incepted earlier than UBVLX: DFSVX (33 years) vs UBVLX (27 years). UBVLX (0.95) is less costly to investors than DFSVX (0.31). UBVLX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than UBVLX: DFSVX (0) vs UBVLX (3000000). DFSVX annual gain was more profitable for investors over the last year : 6.58 vs. UBVLX (1.67). DFSVX (84.66) and UBVLX (82.31) have equivalent 5 years return.
| DFSVX | UBVLX | DFSVX / UBVLX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 4.858 | 3.234 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 9.91B | 166% |
| Annual Yield % from dividends | 1.66 | 1.78 | 93% |
| Returns for 1 year | 6.58 | 1.67 | 394% |
| Returns for 3 years | 37.50 | 20.23 | 185% |
| Returns for 5 years | 84.66 | 82.31 | 103% |
| Returns for 10 years | 58.69 | 64.96 | 90% |
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