Interact to see
Advertisement
Advertisement
DFFVX vs UBVRX
DFFVX vs UBVRX Comparison
Open Charts DFFVX vs UBVRX
DFFVX vs UBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVRX 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 UBVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 17.1B vs. UBVRX (9.03B). DFFVX pays higher dividends than UBVRX: DFFVX (1.49) vs UBVRX (1.13). DFFVX was incepted earlier than UBVRX: DFFVX (27 years) vs UBVRX (13 years). UBVRX (1.62) is less costly to investors than DFFVX (0.30). UBVRX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX (0) and UBVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 29.71 vs. UBVRX (7.15). DFFVX return over 5 years is better than : 60.33 vs. UBVRX (16.11).
| DFFVX | UBVRX | DFFVX / UBVRX | |
| Total Expense Ratio | 0.29 | 1.55 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.62 | 19% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 21.670 | 15.303 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 9.03B | 189% |
| Annual Yield % from dividends | 1.49 | 1.13 | 131% |
| Returns for 1 year | 29.71 | 7.15 | 416% |
| Returns for 3 years | 61.88 | 20.85 | 297% |
| Returns for 5 years | 60.33 | 16.11 | 375% |
| Returns for 10 years | 120.13 | 52.67 | 228% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement