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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Undiscovered Managers Behavioral Val C
Price$74.01
Change+$0.40 (+0.54%)
VolumeN/A
Net Assets9.47B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Oct 19, 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 Hold and UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. UBVCX (9.47B). DFSVX pays higher dividends than UBVCX: DFSVX (1.66) vs UBVCX (1.19). DFSVX was incepted earlier than UBVCX: DFSVX (33 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: 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 : 0.38 vs. UBVCX (-5.99). DFSVX return over 5 years is better than : 80.47 vs. UBVCX (67.27).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.86 | 17% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 2.475 | -0.990 | -250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 9.47B | 168% |
| Annual Yield % from dividends | 1.66 | 1.19 | 140% |
| Returns for 1 year | 0.38 | -5.99 | -6% |
| Returns for 3 years | 28.43 | 7.23 | 393% |
| Returns for 5 years | 80.47 | 67.27 | 120% |
| Returns for 10 years | 55.60 | 42.72 | 130% |
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