Interact to see
Advertisement
Advertisement
DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Undiscovered Managers Behavioral Val R3
Price$81.26
Change+$0.46 (+0.57%)
VolumeN/A
Net Assets9.95B
DFSVX vs UBVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVTX 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 UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. UBVTX (9.95B). DFSVX pays higher dividends than UBVTX: DFSVX (1.67) vs UBVTX (1.56). DFSVX was incepted earlier than UBVTX: DFSVX (32 years) vs UBVTX (8 years). UBVTX (1.36) is less costly to investors than DFSVX (0.31). UBVTX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (12.00). DFSVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. UBVTX (7.57). DFSVX (105.30) and UBVTX (101.47) have equivalent 5 years return.
| DFSVX | UBVTX | DFSVX / UBVTX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.36 | 23% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 1.067 | 1.461 | 73% |
| 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 | 1.56 | 107% |
| Returns for 1 year | 9.45 | 7.57 | 125% |
| Returns for 3 years | 32.84 | 12.09 | 272% |
| Returns for 5 years | 105.30 | 101.47 | 104% |
| Returns for 10 years | 45.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DDLS | 39.91 | 0.33 | +0.83% |
| WisdomTree Dynamic Intl SmCap Eq ETF | |||
| LEXI | 32.60 | 0.15 | +0.47% |
| Alexis Practical Tactical ETF | |||
| EVHY | 53.18 | 0.03 | +0.05% |
| Eaton Vance High Yield ETF | |||
| LDRC | 25.11 | N/A | +0.02% |
| iShares iBonds 1-5 Yr Corp Ldr ETF | |||
| IBDT | 25.28 | -0.04 | -0.16% |
| iShares iBonds Dec 2028 Term Corp ETF | |||