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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Undiscovered Managers Behavioral Val R4
Price$82.99
Change+$0.45 (+0.55%)
VolumeN/A
Net Assets9.47B
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Oct 19, 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: 15.9B vs. UBVUX (9.47B). DFSVX (1.66) and UBVUX (1.64) 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 : 0.38 vs. UBVUX (-5.04). DFSVX return over 5 years is better than : 80.47 vs. UBVUX (75.47).
| 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 | 2.475 | -0.444 | -558% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 9.47B | 168% |
| Annual Yield % from dividends | 1.66 | 1.64 | 101% |
| Returns for 1 year | 0.38 | -5.04 | -8% |
| Returns for 3 years | 28.43 | 10.61 | 268% |
| Returns for 5 years | 80.47 | 75.47 | 107% |
| Returns for 10 years | 55.60 | N/A | - |
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