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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Undiscovered Managers Behavioral Val R4
Price$80.04
Change+$1.08 (+1.37%)
VolumeN/A
Net Assets9.34B
DFSVX vs UBVUX Comparison Chart
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DFSVX vs. UBVUX commentary
Jun 07, 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 UBVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. UBVUX (9.34B). UBVUX pays higher dividends than DFSVX: UBVUX (1.78) vs DFSVX (1.65). DFSVX was incepted earlier than UBVUX: DFSVX (32 years) vs UBVUX (8 years). UBVUX (1.11) is less costly to investors than DFSVX (0.31). UBVUX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. UBVUX (-0.82). DFSVX return over 5 years is better than : 68.62 vs. UBVUX (65.25).
| DFSVX | UBVUX | DFSVX / UBVUX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.11 | 28% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -6.110 | -5.278 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 9.34B | 158% |
| Annual Yield % from dividends | 1.65 | 1.78 | 93% |
| Returns for 1 year | 0.94 | -0.82 | -115% |
| Returns for 3 years | 7.43 | -5.00 | -149% |
| Returns for 5 years | 68.62 | 65.25 | 105% |
| Returns for 10 years | 33.33 | N/A | - |
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