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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Undiscovered Managers Behavioral Val C
Price$69.41
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets8.96B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Dec 26, 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 UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. UBVCX (8.96B). DFSVX pays higher dividends than UBVCX: DFSVX (1.62) vs UBVCX (1.21). DFSVX was incepted earlier than UBVCX: DFSVX (33 years) vs UBVCX (22 years). UBVCX (1.84) is less costly to investors than DFSVX (0.31). UBVCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than UBVCX: DFSVX (0) vs UBVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. UBVCX (-7.31). DFSVX return over 5 years is better than : 62.40 vs. UBVCX (21.76).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 9.664 | -7.144 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 8.96B | 187% |
| Annual Yield % from dividends | 1.62 | 1.21 | 134% |
| Returns for 1 year | 9.08 | -7.31 | -124% |
| Returns for 3 years | 39.53 | 4.06 | 973% |
| Returns for 5 years | 62.40 | 21.76 | 287% |
| Returns for 10 years | 79.47 | 37.55 | 212% |
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