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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Undiscovered Managers Behavioral Val C
Price$75.66
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets9.95B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. UBVCX (9.95B). DFSVX pays higher dividends than UBVCX: DFSVX (1.67) vs UBVCX (1.25). 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 : 9.45 vs. UBVCX (6.88). DFSVX return over 5 years is better than : 105.30 vs. UBVCX (95.30).
| 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 | 1.067 | 1.217 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 9.95B | 162% |
| Annual Yield % from dividends | 1.67 | 1.25 | 133% |
| Returns for 1 year | 9.45 | 6.88 | 137% |
| Returns for 3 years | 32.84 | 9.87 | 333% |
| Returns for 5 years | 105.30 | 95.30 | 110% |
| Returns for 10 years | 45.10 | 42.88 | 105% |
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