Ad is loading...
DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Undiscovered Managers Behavioral Val L
Price$83.87
Change-$1.57 (-1.84%)
VolumeN/A
Net Assets10.23B
DFSVX vs UBVLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVLX commentary
Feb 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 Hold and UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVLX (10.2B). 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 : 9.32 vs. UBVLX (7.43). DFSVX return over 5 years is better than : 52.23 vs. UBVLX (48.07).
| 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 | -1.546 | -0.273 | 565% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 10.2B | 156% |
| Annual Yield % from dividends | 1.44 | 1.52 | 95% |
| Returns for 1 year | 9.32 | 7.43 | 125% |
| Returns for 3 years | 17.14 | 3.53 | 486% |
| Returns for 5 years | 52.23 | 48.07 | 109% |
| Returns for 10 years | 41.91 | 63.75 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers