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DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$85.44
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
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DFSVX vs UBVTX Comparison Chart
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DFSVX vs. UBVTX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. UBVTX (10.4B). 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 : 25.49 vs. UBVTX (19.62). DFSVX return over 5 years is better than : 60.36 vs. UBVTX (49.67).
| 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 | 11.502 | 12.283 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 10.4B | 163% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 25.49 | 19.62 | 130% |
| Returns for 3 years | 11.27 | 8.70 | 130% |
| Returns for 5 years | 60.36 | 49.67 | 122% |
| Returns for 10 years | 56.09 | N/A | - |
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