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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
Jul 04, 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: 16.3B vs. UBVSX (9.17B). UBVSX (1.53) 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 : 27.01 vs. UBVSX (7.23). DFFVX return over 5 years is better than : 50.78 vs. UBVSX (15.78).
| 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 | 18.044 | 14.359 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 9.17B | 178% |
| Annual Yield % from dividends | 1.51 | 1.53 | 99% |
| Returns for 1 year | 27.01 | 7.23 | 374% |
| Returns for 3 years | 57.33 | 23.04 | 249% |
| Returns for 5 years | 50.78 | 15.78 | 322% |
| Returns for 10 years | 127.72 | 71.38 | 179% |
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