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DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFFVX vs UBVUX Comparison Chart in %
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DFFVX vs. UBVUX commentary
Aug 11, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 17.1B vs. UBVUX (9.14B). DFFVX (1.49) and UBVUX (1.48) have matching dividends . DFFVX was incepted earlier than UBVUX: DFFVX (26 years) vs UBVUX (9 years). UBVUX (1.10) is less costly to investors than DFFVX (0.30). UBVUX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 34.51 vs. UBVUX (11.79). DFFVX return over 5 years is better than : 53.95 vs. UBVUX (15.84).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 22.024 | 16.396 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 9.14B | 187% |
| Annual Yield % from dividends | 1.49 | 1.48 | 100% |
| Returns for 1 year | 34.51 | 11.79 | 293% |
| Returns for 3 years | 55.68 | 17.67 | 315% |
| Returns for 5 years | 53.95 | 15.84 | 341% |
| Returns for 10 years | 125.20 | N/A | - |
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