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DFSVX vs UBVRX
DFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRX
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 %
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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.
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).
| DFSVX | UBVRX | DFSVX / UBVRX | |
| Total Expense Ratio | 0.31 | 1.55 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.62 | 19% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 1.067 | 1.326 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 9.95B | 162% |
| Annual Yield % from dividends | 1.67 | 1.35 | 124% |
| Returns for 1 year | 9.45 | 7.29 | 130% |
| Returns for 3 years | 32.84 | 11.48 | 286% |
| Returns for 5 years | 105.30 | 99.37 | 106% |
| Returns for 10 years | 45.10 | 49.14 | 92% |
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