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DFSVX vs UBVRX
DFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Undiscovered Managers Behavioral Val R2
Price$79.67
Change-$1.49 (-1.84%)
VolumeN/A
Net Assets10.23B
DFSVX vs UBVRX Comparison Chart
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DFSVX vs. UBVRX 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 UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B 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 (12 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 : 9.32 vs. UBVRX (6.57). DFSVX return over 5 years is better than : 52.23 vs. UBVRX (42.88).
| DFSVX | UBVRX | DFSVX / UBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -1.546 | -0.363 | 426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 10.2B | 156% |
| Annual Yield % from dividends | 1.44 | 1.06 | 136% |
| Returns for 1 year | 9.32 | 6.57 | 142% |
| Returns for 3 years | 17.14 | 1.31 | 1,313% |
| Returns for 5 years | 52.23 | 42.88 | 122% |
| Returns for 10 years | 41.91 | 52.45 | 80% |
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