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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Undiscovered Managers Behavioral Val C
Price$75.23
Change-$0.73 (-0.96%)
VolumeN/A
Net Assets9.8B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX 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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. UBVCX (9.8B). DFSVX pays higher dividends than UBVCX: DFSVX (1.64) vs UBVCX (1.23). DFSVX was incepted earlier than UBVCX: DFSVX (32 years) vs UBVCX (21 years). UBVCX (1.86) is less costly to investors than DFSVX (0.31). UBVCX is a more actively managed with annual turnover of: 27.00 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 : 5.62 vs. UBVCX (-0.36). DFSVX return over 5 years is better than : 80.15 vs. UBVCX (71.47).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.86 | 17% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 1.483 | 0.642 | 231% |
| Front Load | N/A | N/A | - |
| 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 | 1.23 | 133% |
| Returns for 1 year | 5.62 | -0.36 | -1,556% |
| Returns for 3 years | 16.09 | -0.99 | -1,625% |
| Returns for 5 years | 80.15 | 71.47 | 112% |
| Returns for 10 years | 50.63 | 41.58 | 122% |
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