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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
Aug 23, 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: 17.1B vs. UBVTX (9.03B). DFFVX pays higher dividends than UBVTX: DFFVX (1.49) vs UBVTX (1.33). DFFVX was incepted earlier than UBVTX: DFFVX (27 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 : 29.71 vs. UBVTX (7.44). DFFVX return over 5 years is better than : 60.33 vs. UBVTX (17.36).
| DFFVX | UBVTX | DFFVX / UBVTX | |
| Total Expense Ratio | 0.29 | 1.30 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.35 | 22% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 21.670 | 15.472 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 9.03B | 189% |
| Annual Yield % from dividends | 1.49 | 1.33 | 112% |
| Returns for 1 year | 29.71 | 7.44 | 400% |
| Returns for 3 years | 61.88 | 21.81 | 284% |
| Returns for 5 years | 60.33 | 17.36 | 348% |
| Returns for 10 years | 120.13 | N/A | - |
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