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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Undiscovered Managers Behavioral Val A
Price$81.96
Change-$0.79 (-0.95%)
VolumeN/A
Net Assets9.8B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Aug 18, 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 StrongBuy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. UBVAX (9.8B). DFSVX (1.64) and UBVAX (1.58) have matching dividends . DFSVX was incepted earlier than UBVAX: DFSVX (32 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 : 5.62 vs. UBVAX (0.38). DFSVX (80.15) and UBVAX (77.64) 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 | 32 years | 21 years | - |
| Gain YTD | 1.483 | 0.973 | 152% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 9.8B | 164% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 5.62 | 0.38 | 1,479% |
| Returns for 3 years | 16.09 | 1.36 | 1,183% |
| Returns for 5 years | 80.15 | 77.64 | 103% |
| Returns for 10 years | 50.63 | 51.98 | 97% |
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