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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$49.34
Change+$1.53 (+3.20%)
VolumeN/A
Net Assets15.38B
Undiscovered Managers Behavioral Val L
Price$82.01
Change+$2.61 (+3.29%)
VolumeN/A
Net Assets8.78B
DFSVX vs UBVLX Comparison Chart in %
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DFSVX vs. UBVLX commentary
Nov 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 Buy and UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. UBVLX (8.78B). UBVLX pays higher dividends than DFSVX: UBVLX (1.85) vs DFSVX (1.69). 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: 35.00 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 : -2.87 vs. UBVLX (-9.76). DFSVX return over 5 years is better than : 64.42 vs. UBVLX (45.62).
| 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 | 3.102 | -2.485 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 8.78B | 175% |
| Annual Yield % from dividends | 1.69 | 1.85 | 92% |
| Returns for 1 year | -2.87 | -9.76 | 29% |
| Returns for 3 years | 17.97 | 0.20 | 9,134% |
| Returns for 5 years | 64.42 | 45.62 | 141% |
| Returns for 10 years | 54.47 | 50.73 | 107% |
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