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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
Undiscovered Managers Behavioral Val R4
Price$87.26
Change-$0.32 (-0.37%)
VolumeN/A
Net Assets10.1B
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. UBVUX (10.1B). UBVUX (1.70) and DFSVX (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 : 7.49 vs. UBVUX (2.22). UBVUX (90.46) and DFSVX (90.25) have equivalent 5 years return.
| 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 | 6.120 | 5.062 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 10.1B | 164% |
| Annual Yield % from dividends | 1.64 | 1.70 | 97% |
| Returns for 1 year | 7.49 | 2.22 | 337% |
| Returns for 3 years | 27.42 | 11.24 | 244% |
| Returns for 5 years | 90.25 | 90.46 | 100% |
| Returns for 10 years | 63.42 | N/A | - |
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