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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.89B
Undiscovered Managers Behavioral Val L
Price$84.76
Change+$1.05 (+1.25%)
VolumeN/A
Net Assets9.71B
DFSVX vs UBVLX Comparison Chart in %
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DFSVX vs. UBVLX commentary
Jul 19, 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 Buy and UBVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVLX (9.71B). UBVLX pays higher dividends than DFSVX: UBVLX (1.87) vs DFSVX (1.67). DFSVX was incepted earlier than UBVLX: DFSVX (32 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 : -0.60 vs. UBVLX (-3.14). UBVLX (95.64) and DFSVX (95.10) 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 | 32 years | 27 years | - |
| Gain YTD | -0.118 | -0.464 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 9.71B | 164% |
| Annual Yield % from dividends | 1.67 | 1.87 | 89% |
| Returns for 1 year | -0.60 | -3.14 | 19% |
| Returns for 3 years | 31.39 | 12.73 | 247% |
| Returns for 5 years | 95.10 | 95.64 | 99% |
| Returns for 10 years | 44.79 | 56.59 | 79% |
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