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DFFVX vs UBVSX
DFFVX vs UBVSX Comparison
Open Charts DFFVX vs UBVSX
DFFVX vs UBVSX Comparison Chart in %
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DFFVX vs. UBVSX commentary
Jun 07, 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 UBVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 15.8B vs. UBVSX (8.79B). UBVSX (1.59) and DFFVX (1.51) have matching dividends . DFFVX was incepted earlier than UBVSX: DFFVX (26 years) vs UBVSX (13 years). UBVSX (1.09) is less costly to investors than DFFVX (0.30). UBVSX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than UBVSX: DFFVX (0) vs UBVSX (1000000). DFFVX annual gain was more profitable for investors over the last year : 32.12 vs. UBVSX (7.10). DFFVX return over 5 years is better than : 40.08 vs. UBVSX (4.54).
| DFFVX | UBVSX | DFFVX / UBVSX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.09 | 28% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 13.532 | 7.102 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 8.79B | 180% |
| Annual Yield % from dividends | 1.51 | 1.59 | 95% |
| Returns for 1 year | 32.12 | 7.10 | 452% |
| Returns for 3 years | 57.41 | 16.18 | 355% |
| Returns for 5 years | 40.08 | 4.54 | 883% |
| Returns for 10 years | 111.93 | 53.92 | 208% |
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