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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+$0.23 (+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.
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.
| DFSVX | UBVRX | DFSVX / UBVRX | |
| Total Expense Ratio | 0.31 | 1.55 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.62 | 19% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 0.901 | 1.326 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 9.9B | 162% |
| Annual Yield % from dividends | 1.67 | 1.35 | 124% |
| Returns for 1 year | 0.60 | -1.83 | -33% |
| Returns for 3 years | 27.09 | 8.31 | 326% |
| Returns for 5 years | 94.25 | 90.83 | 104% |
| Returns for 10 years | 50.73 | 52.06 | 97% |
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