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DFSVX vs UBVRX
DFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R2
Price$83.61
Change-$0.90 (-1.06%)
VolumeN/A
CapitalizationN/A
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DFSVX vs UBVRX Comparison Chart
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DFSVX vs. UBVRX 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 UBVRX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. UBVRX (10.2B). DFSVX pays higher dividends than UBVRX: DFSVX (1.44) vs UBVRX (1.06). DFSVX was incepted earlier than UBVRX: DFSVX (32 years) vs UBVRX (11 years). UBVRX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX (0) and UBVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. UBVRX (15.10). DFSVX return over 5 years is better than : 53.86 vs. UBVRX (43.31).
| DFSVX | UBVRX | DFSVX / UBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 7.846 | 9.496 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 10.2B | 164% |
| Annual Yield % from dividends | 1.44 | 1.06 | 136% |
| Returns for 1 year | 19.84 | 15.10 | 131% |
| Returns for 3 years | 13.38 | 11.13 | 120% |
| Returns for 5 years | 53.86 | 43.31 | 124% |
| Returns for 10 years | 39.64 | 60.41 | 66% |
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