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DFFVX vs UBVFX
DFFVX vs UBVFX Comparison
Open Charts DFFVX vs UBVFX
DFFVX vs UBVFX Comparison Chart in %
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DFFVX vs. UBVFX commentary
Aug 23, 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 UBVFX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 17.1B vs. UBVFX (9.03B). UBVFX pays higher dividends than DFFVX: UBVFX (1.67) vs DFFVX (1.49). DFFVX was incepted earlier than UBVFX: DFFVX (27 years) vs UBVFX (13 years). UBVFX (0.84) is less costly to investors than DFFVX (0.30). UBVFX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than UBVFX: DFFVX (0) vs UBVFX (15000000). DFFVX annual gain was more profitable for investors over the last year : 29.71 vs. UBVFX (8.43). DFFVX return over 5 years is better than : 60.33 vs. UBVFX (21.41).
| DFFVX | UBVFX | DFFVX / UBVFX | |
| Total Expense Ratio | 0.29 | 0.80 | 36% |
| Annual Report Gross Expense Ratio | 0.30 | 0.84 | 36% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 21.670 | 15.851 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 9.03B | 189% |
| Annual Yield % from dividends | 1.49 | 1.67 | 89% |
| Returns for 1 year | 29.71 | 8.43 | 352% |
| Returns for 3 years | 61.88 | 24.75 | 250% |
| Returns for 5 years | 60.33 | 21.41 | 282% |
| Returns for 10 years | 120.13 | 66.32 | 181% |
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