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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
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.
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).
| 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 | 11.348 | 8.259 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.2B | 9.23B | 197% |
| Annual Yield % from dividends | 1.58 | 1.13 | 141% |
| Returns for 1 year | 17.83 | -1.31 | -1,356% |
| Returns for 3 years | 38.29 | 3.29 | 1,165% |
| Returns for 5 years | 56.93 | 20.22 | 282% |
| Returns for 10 years | 125.81 | 64.02 | 197% |
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