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DFSVX vs UBVSX
DFSVX vs UBVSX Comparison
Open Charts DFSVX vs UBVSX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Undiscovered Managers Behavioral Val I
Price$83.44
Change-$1.55 (-1.82%)
VolumeN/A
Net Assets10.23B
DFSVX vs UBVSX Comparison Chart
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DFSVX vs. UBVSX 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 UBVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVSX (10.2B). UBVSX (1.45) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than UBVSX: DFSVX (32 years) vs UBVSX (12 years). UBVSX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than UBVSX: DFSVX (0) vs UBVSX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. UBVSX (7.32). DFSVX return over 5 years is better than : 52.23 vs. UBVSX (47.27).
| DFSVX | UBVSX | DFSVX / UBVSX | |
| 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 | -0.275 | 562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 10.2B | 156% |
| Annual Yield % from dividends | 1.44 | 1.45 | 99% |
| Returns for 1 year | 9.32 | 7.32 | 127% |
| Returns for 3 years | 17.14 | 3.27 | 524% |
| Returns for 5 years | 52.23 | 47.27 | 110% |
| Returns for 10 years | 41.91 | 61.72 | 68% |
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