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DFSVX vs UBVVX
DFSVX vs UBVVX Comparison
Open Charts DFSVX vs UBVVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Undiscovered Managers Behavioral Val R5
Price$83.76
Change-$1.56 (-1.83%)
VolumeN/A
Net Assets10.23B
DFSVX vs UBVVX Comparison Chart
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DFSVX vs. UBVVX commentary
Feb 23, 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVVX (10.2B). 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 : 9.32 vs. UBVVX (7.43). DFSVX return over 5 years is better than : 52.23 vs. UBVVX (48.04).
| 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 | -1.546 | -0.262 | 590% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 10.2B | 156% |
| Annual Yield % from dividends | 1.44 | 1.53 | 94% |
| Returns for 1 year | 9.32 | 7.43 | 125% |
| Returns for 3 years | 17.14 | 3.51 | 488% |
| Returns for 5 years | 52.23 | 48.04 | 109% |
| Returns for 10 years | 41.91 | N/A | - |
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