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
Jul 14, 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: 16.4B vs. UBVRX (9.04B). DFFVX pays higher dividends than UBVRX: DFFVX (1.51) vs UBVRX (1.15). DFFVX was incepted earlier than UBVRX: DFFVX (26 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 : 26.97 vs. UBVRX (4.55). DFFVX return over 5 years is better than : 55.63 vs. UBVRX (13.87).
| DFFVX | UBVRX | DFFVX / UBVRX | |
| Total Expense Ratio | 0.29 | 1.55 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.62 | 19% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 18.180 | 12.885 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 9.04B | 181% |
| Annual Yield % from dividends | 1.51 | 1.15 | 131% |
| Returns for 1 year | 26.97 | 4.55 | 592% |
| Returns for 3 years | 55.04 | 16.82 | 327% |
| Returns for 5 years | 55.63 | 13.87 | 401% |
| Returns for 10 years | 118.51 | 54.19 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement