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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
Open Charts DFSVX vs UBVAX
DFA US Small Cap Value I
Price$49.87
Change+$0.83 (+1.69%)
VolumeN/A
Net Assets16.2B
Undiscovered Managers Behavioral Val A
Price$81.83
Change+$1.14 (+1.41%)
VolumeN/A
Net Assets9.51B
DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX commentary
Oct 21, 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: 16.2B vs. UBVAX (9.51B). DFSVX pays higher dividends than UBVAX: DFSVX (1.66) vs UBVAX (1.53). 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 : 2.54 vs. UBVAX (-5.30). DFSVX return over 5 years is better than : 84.93 vs. UBVAX (73.27).
| 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 | 4.210 | -0.591 | -712% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 9.51B | 170% |
| Annual Yield % from dividends | 1.66 | 1.53 | 109% |
| Returns for 1 year | 2.54 | -5.30 | -48% |
| Returns for 3 years | 30.70 | 9.75 | 315% |
| Returns for 5 years | 84.93 | 73.27 | 116% |
| Returns for 10 years | 58.47 | 53.18 | 110% |
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