Interact to see
Advertisement
Advertisement
DFFVX vs UBVUX
DFFVX vs UBVUX Comparison
Open Charts DFFVX vs UBVUX
DFFVX vs UBVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. UBVUX commentary
Sep 03, 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 Hold and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.9B vs. UBVUX (8.83B). UBVUX (1.49) and DFFVX (1.49) have matching dividends . DFFVX was incepted earlier than UBVUX: DFFVX (27 years) vs UBVUX (10 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 : 24.46 vs. UBVUX (2.92). DFFVX return over 5 years is better than : 54.00 vs. UBVUX (13.39).
| DFFVX | UBVUX | DFFVX / UBVUX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 20.879 | 13.738 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 8.83B | 191% |
| Annual Yield % from dividends | 1.49 | 1.49 | 100% |
| Returns for 1 year | 24.46 | 2.92 | 839% |
| Returns for 3 years | 54.37 | 16.83 | 323% |
| Returns for 5 years | 54.00 | 13.39 | 403% |
| Returns for 10 years | 118.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers