Ad is loading...
DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$88.12
Change-$0.95 (-1.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs UBVLX Comparison Chart
Loading...
DFSVX vs. UBVLX commentary
Sep 21, 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 Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B 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 : 19.84 vs. UBVLX (16.24). DFSVX return over 5 years is better than : 53.86 vs. UBVLX (48.56).
| 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 | 7.846 | 9.992 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 10.2B | 164% |
| Annual Yield % from dividends | 1.44 | 1.52 | 95% |
| Returns for 1 year | 19.84 | 16.24 | 122% |
| Returns for 3 years | 13.38 | 13.52 | 99% |
| Returns for 5 years | 53.86 | 48.56 | 111% |
| Returns for 10 years | 39.64 | 72.15 | 55% |
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 % |
| KROP | 10.24 | 0.07 | +0.68% |
| Global X AgTech & Food Innovation ETF | |||
| TSLS | 16.86 | 0.06 | +0.36% |
| Direxion Daily TSLA Bear 1X Shares | |||
| SPHB | 85.84 | -0.33 | -0.38% |
| Invesco S&P 500® High Beta ETF | |||
| CHGX | 37.62 | -0.17 | -0.46% |
| AXS Change Finance ESG ETF | |||
| DISV | 28.26 | -0.18 | -0.63% |
| Dimensional International Sm Cp Val ETF | |||