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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
Sep 13, 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 StrongBuy and UBVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 17B vs. UBVSX (8.48B). UBVSX (1.51) and DFFVX (1.49) have matching dividends . DFFVX was incepted earlier than UBVSX: DFFVX (27 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 : 20.44 vs. UBVSX (-0.30). DFFVX return over 5 years is better than : 56.27 vs. UBVSX (15.05).
| DFFVX | UBVSX | DFFVX / UBVSX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.09 | 28% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 19.461 | 10.339 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 8.48B | 200% |
| Annual Yield % from dividends | 1.49 | 1.51 | 99% |
| Returns for 1 year | 20.44 | -0.30 | -6,755% |
| Returns for 3 years | 58.94 | 17.48 | 337% |
| Returns for 5 years | 56.27 | 15.05 | 374% |
| Returns for 10 years | 123.07 | 59.19 | 208% |
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