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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Undiscovered Managers Behavioral Val C
Price$70.52
Change-$1.32 (-1.84%)
VolumeN/A
Net Assets9.33B
DFSVX vs UBVCX Comparison Chart
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DFSVX vs. UBVCX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. UBVCX (9.33B). DFSVX pays higher dividends than UBVCX: DFSVX (1.65) vs UBVCX (1.28). 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 : 1.83 vs. UBVCX (-0.59). DFSVX return over 5 years is better than : 86.94 vs. UBVCX (77.07).
| 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 | -6.462 | -5.659 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 9.33B | 160% |
| Annual Yield % from dividends | 1.65 | 1.28 | 128% |
| Returns for 1 year | 1.83 | -0.59 | -309% |
| Returns for 3 years | 19.38 | 2.42 | 801% |
| Returns for 5 years | 86.94 | 77.07 | 113% |
| Returns for 10 years | 30.89 | 30.95 | 100% |
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