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DFFVX vs UBVTX
DFFVX vs UBVTX Comparison
Open Charts DFFVX vs UBVTX
DFFVX vs UBVTX Comparison Chart in %
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DFFVX vs. UBVTX commentary
Jul 28, 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 UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.8B vs. UBVTX (9.14B). DFFVX pays higher dividends than UBVTX: DFFVX (1.51) vs UBVTX (1.35). DFFVX was incepted earlier than UBVTX: DFFVX (26 years) vs UBVTX (9 years). UBVTX (1.35) is less costly to investors than DFFVX (0.30). UBVTX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 28.89 vs. UBVTX (6.72). DFFVX return over 5 years is better than : 57.91 vs. UBVTX (17.21).
| DFFVX | UBVTX | DFFVX / UBVTX | |
| Total Expense Ratio | 0.29 | 1.30 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.35 | 22% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 20.034 | 15.040 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 9.14B | 184% |
| Annual Yield % from dividends | 1.51 | 1.35 | 111% |
| Returns for 1 year | 28.89 | 6.72 | 430% |
| Returns for 3 years | 51.59 | 12.91 | 400% |
| Returns for 5 years | 57.91 | 17.21 | 336% |
| Returns for 10 years | 121.73 | N/A | - |
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