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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
Undiscovered Managers Behavioral Val C
Price$72.01
Change+$0.59 (+0.83%)
VolumeN/A
Net Assets9.14B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Jan 15, 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 Hold and UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. UBVCX (9.14B). DFSVX pays higher dividends than UBVCX: DFSVX (1.69) vs UBVCX (1.17). 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 (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 : 13.71 vs. UBVCX (-3.03). DFSVX return over 5 years is better than : 55.39 vs. UBVCX (16.92).
| 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 | 5.771 | 4.711 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 9.14B | 191% |
| Annual Yield % from dividends | 1.69 | 1.17 | 144% |
| Returns for 1 year | 13.71 | -3.03 | -453% |
| Returns for 3 years | 37.53 | 3.74 | 1,002% |
| Returns for 5 years | 55.39 | 16.92 | 327% |
| Returns for 10 years | 114.57 | 61.75 | 186% |
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