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DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$80.15
Change-$3.05 (-3.67%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVTX Comparison Chart
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DFSVX vs. UBVTX commentary
Dec 19, 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 UBVTX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. UBVTX (10.5B). 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 : 15.68 vs. UBVTX (10.84). DFSVX return over 5 years is better than : 52.30 vs. UBVTX (41.21).
| 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 | 13.283 | 9.301 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 10.5B | 161% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 15.68 | 10.84 | 145% |
| Returns for 3 years | 24.57 | 10.17 | 242% |
| Returns for 5 years | 52.30 | 41.21 | 127% |
| Returns for 10 years | 52.91 | N/A | - |
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