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DFSVX vs UBVAX
DFSVX vs UBVAX Comparison
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DFSVX vs UBVAX Comparison Chart in %
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DFSVX vs. UBVAX 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 DFSVX is a Hold and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. UBVAX (9.03B). DFSVX pays higher dividends than UBVAX: DFSVX (1.50) vs UBVAX (1.35). DFSVX was incepted earlier than UBVAX: DFSVX (34 years) vs UBVAX (22 years). UBVAX (1.34) is less costly to investors than DFSVX (0.31). UBVAX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than UBVAX: DFSVX (0) vs UBVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 31.52 vs. UBVAX (7.62). DFSVX return over 5 years is better than : 54.66 vs. UBVAX (18.03).
| DFSVX | UBVAX | DFSVX / UBVAX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 23.034 | 15.523 | 148% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 9.03B | 218% |
| Annual Yield % from dividends | 1.50 | 1.35 | 112% |
| Returns for 1 year | 31.52 | 7.62 | 414% |
| Returns for 3 years | 61.32 | 22.33 | 275% |
| Returns for 5 years | 54.66 | 18.03 | 303% |
| Returns for 10 years | 101.85 | 57.28 | 178% |
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