DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
UBVRX
Price
$81.02
Change
+$0.46 (+0.57%)
Updated
Jul 3 closing price
Net Assets
9.95B
Interact to see
Advertisement

DFSVX vs UBVRX

Header iconDFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Undiscovered Managers Behavioral Val R2
Price$81.02
Change+$0.46 (+0.57%)
VolumeN/A
Net Assets9.95B
DFSVX vs UBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFSVX vs. UBVRX commentary
Jul 07, 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 UBVRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. UBVRX (9.95B). DFSVX pays higher dividends than UBVRX: DFSVX (1.67) vs UBVRX (1.35). DFSVX was incepted earlier than UBVRX: DFSVX (32 years) vs UBVRX (12 years). UBVRX (1.62) is less costly to investors than DFSVX (0.31). UBVRX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX (0) and UBVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. UBVRX (7.29). DFSVX return over 5 years is better than : 105.30 vs. UBVRX (99.37).
DFSVXUBVRXDFSVX / UBVRX
Total Expense Ratio0.311.5520%
Annual Report Gross Expense Ratio0.311.6219%
Fund Existence32 years12 years-
Gain YTD1.0671.32680%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B9.95B162%
Annual Yield % from dividends1.671.35124%
Returns for 1 year9.457.29130%
Returns for 3 years32.8411.48286%
Returns for 5 years105.3099.37106%
Returns for 10 years45.1049.1492%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TBT35.900.48
+1.36%
ProShares UltraShort 20+ Year Treasury
PSCW26.670.10
+0.36%
Pacer Swan SOS Conservative (April) ETF
RYLD15.000.05
+0.33%
Global X Russell 2000 Covered Call ETF
EBUF27.410.02
+0.07%
Innovator Emerging Markets 10 Buf ETF-Qt
TAGS24.39N/A
N/A
Teucrium Agricultural Fund