DFSVX
Price
$57.50
Change
+$0.99 (+1.75%)
Updated
Feb 4 closing price
Net Assets
18.22B
UBVCX
Price
$74.45
Change
+$2.21 (+3.06%)
Updated
Feb 4 closing price
Net Assets
9.23B
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DFSVX vs UBVCX

Header iconDFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCXBanner chart's image
DFA US Small Cap Value I
Price$57.50
Change+$0.99 (+1.75%)
VolumeN/A
Net Assets18.22B
Undiscovered Managers Behavioral Val C
Price$74.45
Change+$2.21 (+3.06%)
VolumeN/A
Net Assets9.23B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Feb 06, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.2B vs. UBVCX (9.23B). DFSVX pays higher dividends than UBVCX: DFSVX (1.58) vs UBVCX (1.13). 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 (7.00). 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 : 17.83 vs. UBVCX (-1.31). DFSVX return over 5 years is better than : 56.93 vs. UBVCX (20.22).
DFSVXUBVCXDFSVX / UBVCX
Total Expense Ratio0.311.7418%
Annual Report Gross Expense Ratio0.311.8417%
Fund Existence33 years22 years-
Gain YTD11.3488.259137%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.2B9.23B197%
Annual Yield % from dividends1.581.13141%
Returns for 1 year17.83-1.31-1,356%
Returns for 3 years38.293.291,165%
Returns for 5 years56.9320.22282%
Returns for 10 years125.8164.02197%
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