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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Undiscovered Managers Behavioral Val R4
Price$84.68
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets9.95B
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Jul 06, 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: 16.1B vs. UBVUX (9.95B). UBVUX (1.73) and DFSVX (1.67) have matching dividends . 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 : 9.45 vs. UBVUX (7.95). DFSVX (105.30) and UBVUX (104.93) 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 | 32 years | 8 years | - |
| Gain YTD | 1.067 | 1.583 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 9.95B | 162% |
| Annual Yield % from dividends | 1.67 | 1.73 | 96% |
| Returns for 1 year | 9.45 | 7.95 | 119% |
| Returns for 3 years | 32.84 | 13.35 | 246% |
| Returns for 5 years | 105.30 | 104.93 | 100% |
| Returns for 10 years | 45.10 | N/A | - |
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