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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$50.42
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets16.31B
Undiscovered Managers Behavioral Val R4
Price$85.07
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets9.81B
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Oct 09, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. UBVUX (9.81B). DFSVX (1.66) and UBVUX (1.64) have matching dividends . DFSVX was incepted earlier than UBVUX: DFSVX (33 years) vs UBVUX (9 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 : 7.51 vs. UBVUX (0.81). DFSVX return over 5 years is better than : 85.41 vs. UBVUX (79.65).
| DFSVX | UBVUX | DFSVX / UBVUX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.11 | 28% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 5.359 | 2.111 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 9.81B | 166% |
| Annual Yield % from dividends | 1.66 | 1.64 | 101% |
| Returns for 1 year | 7.51 | 0.81 | 929% |
| Returns for 3 years | 38.16 | 18.46 | 207% |
| Returns for 5 years | 85.41 | 79.65 | 107% |
| Returns for 10 years | 59.45 | N/A | - |
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