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DFSVX vs UBVSX
DFSVX vs UBVSX Comparison
Open Charts DFSVX vs UBVSX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val I
Price$93.73
Change+$1.62 (+1.76%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVSX Comparison Chart
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DFSVX vs. UBVSX commentary
Nov 23, 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: 17.6B vs. UBVSX (10.8B). 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 : 29.64 vs. UBVSX (23.34). DFSVX return over 5 years is better than : 64.24 vs. UBVSX (54.94).
| 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 | 18.345 | 18.078 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 10.8B | 163% |
| Annual Yield % from dividends | 1.44 | 1.45 | 99% |
| Returns for 1 year | 29.64 | 23.34 | 127% |
| Returns for 3 years | 11.71 | 10.10 | 116% |
| Returns for 5 years | 64.24 | 54.94 | 117% |
| Returns for 10 years | 50.67 | 77.22 | 66% |
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