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DTSVX vs UBVUX
DTSVX vs UBVUX Comparison
Open Charts DTSVX vs UBVUX
Wilshire Small Company Value Invmt
Price$27.37
Change+$0.29 (+1.07%)
VolumeN/A
Net Assets22.78M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
DTSVX vs UBVUX Comparison Chart in %
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DTSVX vs. UBVUX commentary
Sep 28, 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 DTSVX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. DTSVX (22.8M). UBVUX pays higher dividends than DTSVX: UBVUX (1.61) vs DTSVX (0.98). DTSVX was incepted earlier than UBVUX: DTSVX (33 years) vs UBVUX (9 years). DTSVX (1.95) is less costly to investors than UBVUX (1.11). DTSVX is a more actively managed with annual turnover of: 53.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than DTSVX: UBVUX (0) vs DTSVX (1000). DTSVX annual gain was more profitable for investors over the last year : 0.90 vs. UBVUX (0.14). UBVUX return over 5 years is better than : 105.87 vs. DTSVX (72.19).
| DTSVX | UBVUX | DTSVX / UBVUX | |
| Total Expense Ratio | 1.35 | 1.05 | 129% |
| Annual Report Gross Expense Ratio | 1.95 | 1.11 | 176% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 7.883 | 2.375 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8M | 9.84B | 0% |
| Annual Yield % from dividends | 0.98 | 1.61 | 61% |
| Returns for 1 year | 0.90 | 0.14 | 661% |
| Returns for 3 years | 21.75 | 22.15 | 98% |
| Returns for 5 years | 72.19 | 105.87 | 68% |
| Returns for 10 years | 36.80 | N/A | - |
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