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DFSVX vs UBVVX
DFSVX vs UBVVX Comparison
Open Charts DFSVX vs UBVVX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R5
Price$92.51
Change+$1.34 (+1.47%)
VolumeN/A
CapitalizationN/A
DFSVX vs UBVVX Comparison Chart
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DFSVX vs. UBVVX commentary
Nov 22, 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 Buy and UBVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. UBVVX (10.6B). UBVVX pays higher dividends than DFSVX: UBVVX (1.53) vs DFSVX (1.44). DFSVX was incepted earlier than UBVVX: DFSVX (32 years) vs UBVVX (8 years). UBVVX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX (0) and UBVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 27.42 vs. UBVVX (21.35). DFSVX return over 5 years is better than : 61.43 vs. UBVVX (53.08).
| DFSVX | UBVVX | DFSVX / UBVVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 16.319 | 16.116 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 10.6B | 165% |
| Annual Yield % from dividends | 1.44 | 1.53 | 94% |
| Returns for 1 year | 27.42 | 21.35 | 128% |
| Returns for 3 years | 10.57 | 9.48 | 112% |
| Returns for 5 years | 61.43 | 53.08 | 116% |
| Returns for 10 years | 48.14 | N/A | - |
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