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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$50.09
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.19B
Undiscovered Managers Behavioral Val R4
Price$81.96
Change-$0.22 (-0.27%)
VolumeN/A
Net Assets9.3B
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Nov 14, 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 Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. UBVUX (9.3B). UBVUX (1.70) and DFSVX (1.69) have matching dividends . DFSVX was incepted earlier than UBVUX: DFSVX (33 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than DFSVX (0.31). UBVUX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -1.72 vs. UBVUX (-8.66). DFSVX return over 5 years is better than : 70.67 vs. UBVUX (51.05).
| DFSVX | UBVUX | DFSVX / UBVUX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.11 | 28% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 4.670 | -1.679 | -278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 9.3B | 174% |
| Annual Yield % from dividends | 1.69 | 1.70 | 99% |
| Returns for 1 year | -1.72 | -8.66 | 20% |
| Returns for 3 years | 20.64 | 1.51 | 1,371% |
| Returns for 5 years | 70.67 | 51.05 | 138% |
| Returns for 10 years | 63.06 | N/A | - |
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