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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$90.93
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVLX Comparison Chart
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DFSVX vs. UBVLX 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 UBVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. UBVLX (10.6B). UBVLX pays higher dividends than DFSVX: UBVLX (1.52) vs DFSVX (1.44). DFSVX was incepted earlier than UBVLX: DFSVX (32 years) vs UBVLX (26 years). UBVLX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). 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 : 26.86 vs. UBVLX (19.71). DFSVX return over 5 years is better than : 56.90 vs. UBVLX (48.22).
| DFSVX | UBVLX | DFSVX / UBVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 14.541 | 14.005 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 10.6B | 164% |
| Annual Yield % from dividends | 1.44 | 1.52 | 95% |
| Returns for 1 year | 26.86 | 19.71 | 136% |
| Returns for 3 years | 7.13 | 6.05 | 118% |
| Returns for 5 years | 56.90 | 48.22 | 118% |
| Returns for 10 years | 48.27 | 75.25 | 64% |
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