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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
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.4B vs. UBVTX (8.99B). DFFVX pays higher dividends than UBVTX: DFFVX (1.51) vs UBVTX (1.41). 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 : 33.58 vs. UBVTX (7.72). DFFVX return over 5 years is better than : 45.56 vs. UBVTX (6.08).
| 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 | 17.604 | 10.202 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 8.99B | 182% |
| Annual Yield % from dividends | 1.51 | 1.41 | 107% |
| Returns for 1 year | 33.58 | 7.72 | 435% |
| Returns for 3 years | 59.01 | 15.72 | 375% |
| Returns for 5 years | 45.56 | 6.08 | 750% |
| Returns for 10 years | 127.46 | N/A | - |
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