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DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFA US Small Cap Value I
Price$50.61
Change-$0.34 (-0.67%)
VolumeN/A
Net Assets16.74B
Undiscovered Managers Behavioral Val R3
Price$82.89
Change-$0.75 (-0.90%)
VolumeN/A
Net Assets10.1B
DFSVX vs UBVTX Comparison Chart in %
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DFSVX vs. UBVTX commentary
Sep 04, 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 Hold and UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. UBVTX (10.1B). DFSVX (1.52) and UBVTX (1.45) have matching dividends . DFSVX was incepted earlier than UBVTX: DFSVX (33 years) vs UBVTX (9 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 : 5.42 vs. UBVTX (0.30). DFSVX (92.55) and UBVTX (89.67) have equivalent 5 years return.
| DFSVX | UBVTX | DFSVX / UBVTX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.36 | 23% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 5.247 | 4.433 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 10.1B | 165% |
| Annual Yield % from dividends | 1.52 | 1.45 | 105% |
| Returns for 1 year | 5.42 | 0.30 | 1,816% |
| Returns for 3 years | 31.83 | 12.53 | 254% |
| Returns for 5 years | 92.55 | 89.67 | 103% |
| Returns for 10 years | 65.84 | N/A | - |
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