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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Undiscovered Managers Behavioral Val C
Price$72.74
Change-$0.31 (-0.42%)
VolumeN/A
Net Assets9.16B
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Nov 14, 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 (9.16B). DFSVX pays higher dividends than UBVCX: DFSVX (1.69) vs UBVCX (1.23). 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 : -2.43 vs. UBVCX (-9.58). DFSVX return over 5 years is better than : 68.62 vs. UBVCX (43.97).
| 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 | 3.416 | -2.274 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 9.16B | 174% |
| Annual Yield % from dividends | 1.69 | 1.23 | 137% |
| Returns for 1 year | -2.43 | -9.58 | 25% |
| Returns for 3 years | 20.11 | -1.60 | -1,255% |
| Returns for 5 years | 68.62 | 43.97 | 156% |
| Returns for 10 years | 59.40 | 40.52 | 147% |
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