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DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFFVX vs UBVAX Comparison Chart in %
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DFFVX vs. UBVAX commentary
Jul 14, 2026
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 DFFVX is a Buy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.4B vs. UBVAX (9.04B). DFFVX pays higher dividends than UBVAX: DFFVX (1.51) vs UBVAX (1.37). DFFVX was incepted earlier than UBVAX: DFFVX (26 years) vs UBVAX (22 years). UBVAX (1.34) is less costly to investors than DFFVX (0.30). UBVAX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than UBVAX: DFFVX (0) vs UBVAX (1000). DFFVX annual gain was more profitable for investors over the last year : 26.97 vs. UBVAX (5.02). DFFVX return over 5 years is better than : 55.63 vs. UBVAX (15.76).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.34 | 22% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 18.180 | 13.066 | 139% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 9.04B | 181% |
| Annual Yield % from dividends | 1.51 | 1.37 | 110% |
| Returns for 1 year | 26.97 | 5.02 | 537% |
| Returns for 3 years | 55.04 | 18.24 | 302% |
| Returns for 5 years | 55.63 | 15.76 | 353% |
| Returns for 10 years | 118.51 | 58.86 | 201% |
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