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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFA US Small Cap Value I
Price$53.58
Change+$0.43 (+0.81%)
VolumeN/A
Net Assets17.13B
Undiscovered Managers Behavioral Val L
Price$80.97
Change-$5.19 (-6.02%)
VolumeN/A
Net Assets8.68B
DFSVX vs UBVLX Comparison Chart in %
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DFSVX vs. UBVLX commentary
Dec 13, 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 Buy and UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.1B vs. UBVLX (8.68B). UBVLX pays higher dividends than DFSVX: UBVLX (1.82) vs DFSVX (1.62). DFSVX was incepted earlier than UBVLX: DFSVX (33 years) vs UBVLX (27 years). UBVLX (0.95) is less costly to investors than DFSVX (0.31). UBVLX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). 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 : 4.80 vs. UBVLX (-10.95). DFSVX return over 5 years is better than : 67.27 vs. UBVLX (34.84).
| DFSVX | UBVLX | DFSVX / UBVLX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 11.962 | -3.722 | -321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 8.68B | 197% |
| Annual Yield % from dividends | 1.62 | 1.82 | 89% |
| Returns for 1 year | 4.80 | -10.95 | -44% |
| Returns for 3 years | 32.15 | 0.37 | 8,704% |
| Returns for 5 years | 67.27 | 34.84 | 193% |
| Returns for 10 years | 80.28 | 62.82 | 128% |
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