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DFSVX vs UBVSX
DFSVX vs UBVSX Comparison
Open Charts DFSVX vs UBVSX
DFA US Small Cap Value I
Price$48.90
Change+$0.84 (+1.75%)
VolumeN/A
Net Assets16.16B
Undiscovered Managers Behavioral Val I
Price$84.19
Change+$1.39 (+1.68%)
VolumeN/A
Net Assets10.11B
DFSVX vs UBVSX Comparison Chart
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DFSVX vs. UBVSX commentary
Jan 15, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. UBVSX (10.1B). 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 : 14.17 vs. UBVSX (8.97). DFSVX return over 5 years is better than : 48.11 vs. UBVSX (41.54).
| 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 | 0.804 | -1.040 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 10.1B | 160% |
| Annual Yield % from dividends | 1.44 | 1.45 | 99% |
| Returns for 1 year | 14.17 | 8.97 | 158% |
| Returns for 3 years | 12.21 | -1.64 | -747% |
| Returns for 5 years | 48.11 | 41.54 | 116% |
| Returns for 10 years | 53.33 | 71.00 | 75% |
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