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DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFFVX vs UBVCX Comparison Chart in %
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DFFVX vs. UBVCX commentary
Aug 03, 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 UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.8B vs. UBVCX (9.02B). DFFVX pays higher dividends than UBVCX: DFFVX (1.49) vs UBVCX (1.04). DFFVX was incepted earlier than UBVCX: DFFVX (26 years) vs UBVCX (22 years). UBVCX (1.84) is less costly to investors than DFFVX (0.30). UBVCX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than UBVCX: DFFVX (0) vs UBVCX (1000). DFFVX annual gain was more profitable for investors over the last year : 32.89 vs. UBVCX (7.65). DFFVX return over 5 years is better than : 56.42 vs. UBVCX (11.33).
| DFFVX | UBVCX | DFFVX / UBVCX | |
| Total Expense Ratio | 0.29 | 1.74 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 19.979 | 13.640 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 9.02B | 186% |
| Annual Yield % from dividends | 1.49 | 1.04 | 143% |
| Returns for 1 year | 32.89 | 7.65 | 430% |
| Returns for 3 years | 50.48 | 9.15 | 551% |
| Returns for 5 years | 56.42 | 11.33 | 498% |
| Returns for 10 years | 125.84 | 50.01 | 252% |
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