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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$50.72
Change-$0.52 (-1.01%)
VolumeN/A
Net Assets16.79B
Undiscovered Managers Behavioral Val A
Price$83.83
Change-$0.73 (-0.86%)
VolumeN/A
Net Assets10.06B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Sep 10, 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 UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. UBVAX (10.1B). DFSVX (1.52) and UBVAX (1.50) have matching dividends . DFSVX was incepted earlier than UBVAX: DFSVX (33 years) vs UBVAX (21 years). UBVAX (1.35) is less costly to investors than DFSVX (0.31). UBVAX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). 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 : 13.14 vs. UBVAX (4.48). DFSVX (97.58) and UBVAX (93.81) have equivalent 5 years return.
| DFSVX | UBVAX | DFSVX / UBVAX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 6.557 | 4.176 | 157% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 10.1B | 166% |
| Annual Yield % from dividends | 1.52 | 1.50 | 102% |
| Returns for 1 year | 13.14 | 4.48 | 293% |
| Returns for 3 years | 30.06 | 9.07 | 331% |
| Returns for 5 years | 97.58 | 93.81 | 104% |
| Returns for 10 years | 66.51 | 66.17 | 101% |
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