Interact to see
Advertisement
Advertisement
DFFVX vs UBVAX
DFFVX vs UBVAX Comparison
Open Charts DFFVX vs UBVAX
DFFVX vs UBVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVAX commentary
Aug 24, 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: 17.1B vs. UBVAX (9.03B). DFFVX pays higher dividends than UBVAX: DFFVX (1.49) vs UBVAX (1.35). DFFVX was incepted earlier than UBVAX: DFFVX (27 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 : 29.71 vs. UBVAX (7.62). DFFVX return over 5 years is better than : 60.33 vs. UBVAX (18.03).
| DFFVX | UBVAX | DFFVX / UBVAX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.34 | 22% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 21.670 | 15.523 | 140% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 9.03B | 189% |
| Annual Yield % from dividends | 1.49 | 1.35 | 111% |
| Returns for 1 year | 29.71 | 7.62 | 390% |
| Returns for 3 years | 61.88 | 22.33 | 277% |
| Returns for 5 years | 60.33 | 18.03 | 335% |
| Returns for 10 years | 120.13 | 57.28 | 210% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AOTAX | 47.28 | 0.92 | +1.98% |
| Virtus Emerging Markets Opps A | |||
| CLTAX | 17.57 | 0.13 | +0.75% |
| Catalyst Tactical Allocation Fund A | |||
| FFVKX | 32.05 | 0.18 | +0.56% |
| Fidelity Advisor Blue Chip Value A | |||
| OILVX | 22.57 | 0.08 | +0.36% |
| Optimum Large Cap Value Instl | |||
| DFREX | 45.81 | -0.06 | -0.13% |
| DFA Real Estate Securities I | |||