Ad is loading...
DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Undiscovered Managers Behavioral Val L
Price$86.79
Change+$0.40 (+0.46%)
VolumeN/A
Net Assets10.56B
DFSVX vs UBVLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVLX commentary
Jan 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 Hold and UBVLX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B 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 : 17.38 vs. UBVLX (15.19). DFSVX return over 5 years is better than : 51.83 vs. UBVLX (46.87).
| 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 | 2.948 | 3.199 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 10.6B | 158% |
| Annual Yield % from dividends | 1.44 | 1.52 | 95% |
| Returns for 1 year | 17.38 | 15.19 | 114% |
| Returns for 3 years | 16.94 | 4.44 | 382% |
| Returns for 5 years | 51.83 | 46.87 | 111% |
| Returns for 10 years | 57.77 | 81.75 | 71% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GRN | 30.92 | 0.56 | +1.85% |
| iPath® Series B Carbon ETN | |||
| ARKF | 39.53 | 0.64 | +1.65% |
| ARK Fintech Innovation ETF | |||
| FISR | 25.35 | 0.03 | +0.12% |
| SPDR® SSGA Fixed Inc Sect Rotation ETF | |||
| IG | 20.38 | 0.01 | +0.03% |
| Principal Investment Grd Corp Actv ETF | |||
| SHY | 82.08 | -0.02 | -0.02% |
| iShares 1-3 Year Treasury Bond ETF | |||