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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Undiscovered Managers Behavioral Val A
Price$79.14
Change-$2.63 (-3.22%)
VolumeN/A
Net Assets8.97B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Feb 05, 2026
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 UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. UBVAX (8.97B). DFSVX pays higher dividends than UBVAX: DFSVX (1.58) vs UBVAX (1.46). DFSVX was incepted earlier than UBVAX: DFSVX (33 years) vs UBVAX (22 years). UBVAX (1.34) is less costly to investors than DFSVX (0.31). UBVAX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than UBVAX: DFSVX (0) vs UBVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. UBVAX (-2.15). DFSVX return over 5 years is better than : 55.54 vs. UBVAX (22.50).
| DFSVX | UBVAX | DFSVX / UBVAX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 9.431 | 5.086 | 185% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 8.97B | 200% |
| Annual Yield % from dividends | 1.58 | 1.46 | 109% |
| Returns for 1 year | 17.52 | -2.15 | -815% |
| Returns for 3 years | 35.91 | 3.26 | 1,102% |
| Returns for 5 years | 55.54 | 22.50 | 247% |
| Returns for 10 years | 121.92 | 71.92 | 170% |
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