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DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Undiscovered Managers Behavioral Val R3
Price$83.48
Change+$1.10 (+1.34%)
VolumeN/A
Net Assets10.56B
DFSVX vs UBVTX Comparison Chart
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DFSVX vs. UBVTX commentary
Jan 31, 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 StrongBuy and UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. UBVTX (10.6B). DFSVX pays higher dividends than UBVTX: DFSVX (1.44) vs UBVTX (1.26). DFSVX was incepted earlier than UBVTX: DFSVX (32 years) vs UBVTX (8 years). UBVTX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. UBVTX (13.86). DFSVX return over 5 years is better than : 64.95 vs. UBVTX (53.02).
| DFSVX | UBVTX | DFSVX / UBVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 4.082 | 4.233 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 10.6B | 159% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 17.34 | 13.86 | 125% |
| Returns for 3 years | 23.52 | 7.52 | 313% |
| Returns for 5 years | 64.95 | 53.02 | 122% |
| Returns for 10 years | 57.14 | N/A | - |
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