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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R4
Price$82.53
Change+$0.88 (+1.08%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVUX Comparison Chart
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DFSVX vs. UBVUX commentary
Dec 23, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. UBVUX (10.1B). DFSVX (1.44) and UBVUX (1.42) have matching dividends . DFSVX was incepted earlier than UBVUX: DFSVX (32 years) vs UBVUX (8 years). UBVUX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.07 vs. UBVUX (6.57). DFSVX return over 5 years is better than : 46.34 vs. UBVUX (38.68).
| DFSVX | UBVUX | DFSVX / UBVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 8.855 | 6.195 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 10.1B | 161% |
| Annual Yield % from dividends | 1.44 | 1.42 | 101% |
| Returns for 1 year | 9.07 | 6.57 | 138% |
| Returns for 3 years | 18.23 | 6.87 | 265% |
| Returns for 5 years | 46.34 | 38.68 | 120% |
| Returns for 10 years | 45.16 | N/A | - |
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