DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
UBVRX
Price
$81.02
Change
+$0.40 (+0.50%)
Updated
Jul 25 closing price
Net Assets
9.9B
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DFSVX vs UBVRX

Header iconDFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Undiscovered Managers Behavioral Val R2
Price$81.02
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets9.9B
DFSVX vs UBVRX Comparison Chart in %
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DFSVX vs. UBVRX commentary
Jul 27, 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 Buy and UBVRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. UBVRX (9.9B). DFSVX pays higher dividends than UBVRX: DFSVX (1.67) vs UBVRX (1.35). DFSVX was incepted earlier than UBVRX: DFSVX (32 years) vs UBVRX (12 years). UBVRX (1.62) is less costly to investors than DFSVX (0.31). UBVRX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX (0) and UBVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. UBVRX (-1.83). DFSVX (94.25) and UBVRX (90.83) have equivalent 5 years return.
DFSVXUBVRXDFSVX / UBVRX
Total Expense Ratio0.311.5520%
Annual Report Gross Expense Ratio0.311.6219%
Fund Existence32 years12 years-
Gain YTD0.9011.32668%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16B9.9B162%
Annual Yield % from dividends1.671.35124%
Returns for 1 year0.60-1.83-33%
Returns for 3 years27.098.31326%
Returns for 5 years94.2590.83104%
Returns for 10 years50.7352.0697%
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