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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R4
Price$87.27
Change-$0.94 (-1.07%)
VolumeN/A
CapitalizationN/A
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DFSVX vs UBVUX Comparison Chart
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DFSVX vs. UBVUX commentary
Sep 21, 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 StrongBuy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. UBVUX (10.2B). 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 : 22.84 vs. UBVUX (18.91). DFSVX return over 5 years is better than : 55.21 vs. UBVUX (47.97).
| 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 | 8.788 | 10.357 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 10.2B | 164% |
| Annual Yield % from dividends | 1.44 | 1.42 | 101% |
| Returns for 1 year | 22.84 | 18.91 | 121% |
| Returns for 3 years | 17.09 | 16.75 | 102% |
| Returns for 5 years | 55.21 | 47.97 | 115% |
| Returns for 10 years | 44.49 | N/A | - |
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