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DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.98B
Undiscovered Managers Behavioral Val R3
Price$76.83
Change+$1.04 (+1.37%)
VolumeN/A
Net Assets9.34B
DFSVX vs UBVTX Comparison Chart
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DFSVX vs. UBVTX commentary
Jun 08, 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 Buy and UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. UBVTX (9.34B). DFSVX (1.65) and UBVTX (1.60) have matching dividends . DFSVX was incepted earlier than UBVTX: DFSVX (32 years) vs UBVTX (8 years). UBVTX (1.36) is less costly to investors than DFSVX (0.31). UBVTX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. UBVTX (-1.17). DFSVX return over 5 years is better than : 68.62 vs. UBVTX (62.48).
| DFSVX | UBVTX | DFSVX / UBVTX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.36 | 23% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -6.110 | -5.369 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 9.34B | 161% |
| Annual Yield % from dividends | 1.65 | 1.60 | 103% |
| Returns for 1 year | 0.94 | -1.17 | -80% |
| Returns for 3 years | 7.43 | -6.05 | -123% |
| Returns for 5 years | 68.62 | 62.48 | 110% |
| Returns for 10 years | 33.33 | N/A | - |
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