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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Undiscovered Managers Behavioral Val A
Price$79.34
Change-$0.34 (-0.43%)
VolumeN/A
Net Assets9.2B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Nov 14, 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 UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVAX (9.2B). DFSVX pays higher dividends than UBVAX: DFSVX (1.69) vs UBVAX (1.58). 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: 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 : -2.43 vs. UBVAX (-8.90). DFSVX return over 5 years is better than : 68.62 vs. UBVAX (49.14).
| 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 | 3.416 | -1.836 | -186% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 9.2B | 173% |
| Annual Yield % from dividends | 1.69 | 1.58 | 107% |
| Returns for 1 year | -2.43 | -8.90 | 27% |
| Returns for 3 years | 20.11 | 0.73 | 2,770% |
| Returns for 5 years | 68.62 | 49.14 | 140% |
| Returns for 10 years | 59.40 | 50.83 | 117% |
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