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DFSVX vs UBVRX
DFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R2
Price$87.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVRX Comparison Chart
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DFSVX vs. UBVRX commentary
Nov 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. UBVRX (10.6B). 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 : 27.42 vs. UBVRX (20.17). DFSVX return over 5 years is better than : 61.43 vs. UBVRX (47.72).
| 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 | 16.319 | 15.454 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 10.6B | 165% |
| Annual Yield % from dividends | 1.44 | 1.06 | 136% |
| Returns for 1 year | 27.42 | 20.17 | 136% |
| Returns for 3 years | 10.57 | 7.19 | 147% |
| Returns for 5 years | 61.43 | 47.72 | 129% |
| Returns for 10 years | 48.14 | 65.01 | 74% |
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