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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$54.25
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets17.35B
Undiscovered Managers Behavioral Val A
Price$78.22
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets9.19B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Jan 15, 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 Hold and UBVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.3B vs. UBVAX (9.19B). DFSVX pays higher dividends than UBVAX: DFSVX (1.69) vs UBVAX (1.52). 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 (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 : 14.91 vs. UBVAX (-1.04). DFSVX return over 5 years is better than : 51.83 vs. UBVAX (19.52).
| 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 | 5.054 | 3.864 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 9.19B | 188% |
| Annual Yield % from dividends | 1.69 | 1.52 | 111% |
| Returns for 1 year | 14.91 | -1.04 | -1,438% |
| Returns for 3 years | 36.60 | 6.00 | 610% |
| Returns for 5 years | 51.83 | 19.52 | 266% |
| Returns for 10 years | 113.12 | 73.32 | 154% |
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