DFSVX
Price
$51.60
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
UBVSX
Price
$91.35
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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DFSVX vs UBVSX

Header iconDFSVX vs UBVSX Comparison
Open Charts DFSVX vs UBVSXBanner chart's image
DFA US Small Cap Value I
Price$51.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val I
Price$91.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVSX Comparison Chart
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DFSVX vs. UBVSX commentary
Nov 14, 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 UBVSX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.8B vs. UBVSX (10.7B). 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 : 27.22 vs. UBVSX (20.23). DFSVX return over 5 years is better than : 59.09 vs. UBVSX (49.46).
DFSVXUBVSXDFSVX / UBVSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years12 years-
Gain YTD16.13915.533104%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.8B10.7B166%
Annual Yield % from dividends1.441.4599%
Returns for 1 year27.2220.23135%
Returns for 3 years8.637.61113%
Returns for 5 years59.0949.46119%
Returns for 10 years49.8875.6066%
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