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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Undiscovered Managers Behavioral Val L
Price$82.30
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.95B
DFSVX vs UBVLX Comparison Chart in %
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DFSVX vs. UBVLX commentary
Feb 04, 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 UBVLX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. UBVLX (8.96B). UBVLX pays higher dividends than DFSVX: UBVLX (1.72) vs DFSVX (1.58). DFSVX was incepted earlier than UBVLX: DFSVX (33 years) vs UBVLX (27 years). UBVLX (0.94) is less costly to investors than DFSVX (0.31). UBVLX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than UBVLX: DFSVX (0) vs UBVLX (3000000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. UBVLX (-1.54). DFSVX return over 5 years is better than : 55.54 vs. UBVLX (25.45).
| DFSVX | UBVLX | DFSVX / UBVLX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 9.431 | 5.122 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 8.96B | 200% |
| Annual Yield % from dividends | 1.58 | 1.72 | 92% |
| Returns for 1 year | 17.52 | -1.54 | -1,138% |
| Returns for 3 years | 35.91 | 4.94 | 727% |
| Returns for 5 years | 55.54 | 25.45 | 218% |
| Returns for 10 years | 121.92 | 80.10 | 152% |
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