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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 05, 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: 16.3B vs. UBVTX (9.17B). 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 : 27.01 vs. UBVTX (6.52). DFFVX return over 5 years is better than : 50.78 vs. UBVTX (13.04).
| 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 | 18.044 | 14.164 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 9.17B | 178% |
| Annual Yield % from dividends | 1.51 | 1.35 | 111% |
| Returns for 1 year | 27.01 | 6.52 | 414% |
| Returns for 3 years | 57.33 | 20.99 | 273% |
| Returns for 5 years | 50.78 | 13.04 | 390% |
| Returns for 10 years | 127.72 | N/A | - |
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