Interact to see
Advertisement
Advertisement
DFFVX vs UBVCX
DFFVX vs UBVCX Comparison
Open Charts DFFVX vs UBVCX
DFFVX vs UBVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVCX commentary
Jun 04, 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: 15.8B vs. UBVCX (8.91B). DFFVX pays higher dividends than UBVCX: DFFVX (1.51) vs UBVCX (1.10). 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 : 33.17 vs. UBVCX (6.03). DFFVX return over 5 years is better than : 40.28 vs. UBVCX (-1.73).
| 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 | 13.478 | 6.558 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 8.91B | 177% |
| Annual Yield % from dividends | 1.51 | 1.10 | 138% |
| Returns for 1 year | 33.17 | 6.03 | 550% |
| Returns for 3 years | 59.33 | 12.95 | 458% |
| Returns for 5 years | 40.28 | -1.73 | -2,324% |
| Returns for 10 years | 116.00 | 39.76 | 292% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers