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DFFVX vs UBVRX
DFFVX vs UBVRX Comparison
Open Charts DFFVX vs UBVRX
DFFVX vs UBVRX Comparison Chart in %
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DFFVX vs. UBVRX commentary
Jun 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 UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 15.8B vs. UBVRX (8.91B). DFFVX pays higher dividends than UBVRX: DFFVX (1.51) vs UBVRX (1.20). 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 : 33.17 vs. UBVRX (6.83). DFFVX return over 5 years is better than : 40.28 vs. UBVRX (0.82).
| 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 | 13.478 | 6.645 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 8.91B | 177% |
| Annual Yield % from dividends | 1.51 | 1.20 | 126% |
| Returns for 1 year | 33.17 | 6.83 | 486% |
| Returns for 3 years | 59.33 | 14.97 | 396% |
| Returns for 5 years | 40.28 | 0.82 | 4,890% |
| Returns for 10 years | 116.00 | 46.56 | 249% |
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