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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Undiscovered Managers Behavioral Val R4
Price$83.96
Change+$0.71 (+0.85%)
VolumeN/A
Net Assets9.24B
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Dec 04, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. UBVUX (9.24B). UBVUX (1.68) and DFSVX (1.62) 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 : -1.41 vs. UBVUX (-8.89). DFSVX return over 5 years is better than : 64.61 vs. UBVUX (42.95).
| 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 | 7.303 | 0.732 | 998% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 9.24B | 181% |
| Annual Yield % from dividends | 1.62 | 1.68 | 97% |
| Returns for 1 year | -1.41 | -8.89 | 16% |
| Returns for 3 years | 21.80 | 2.09 | 1,044% |
| Returns for 5 years | 64.61 | 42.95 | 150% |
| Returns for 10 years | 61.86 | N/A | - |
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