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DFSVX vs UBVCX
DFSVX vs UBVCX Comparison
Open Charts DFSVX vs UBVCX
DFSVX vs UBVCX Comparison Chart in %
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DFSVX vs. UBVCX commentary
Jun 24, 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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. UBVCX (8.74B). DFSVX pays higher dividends than UBVCX: DFSVX (1.51) vs UBVCX (1.10). DFSVX was incepted earlier than UBVCX: DFSVX (33 years) vs UBVCX (22 years). UBVCX (1.84) is less costly to investors than DFSVX (0.31). UBVCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than UBVCX: DFSVX (0) vs UBVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 34.64 vs. UBVCX (6.90). DFSVX return over 5 years is better than : 42.04 vs. UBVCX (4.24).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 16.824 | 8.318 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 8.74B | 216% |
| Annual Yield % from dividends | 1.51 | 1.10 | 137% |
| Returns for 1 year | 34.64 | 6.90 | 502% |
| Returns for 3 years | 61.14 | 17.05 | 359% |
| Returns for 5 years | 42.04 | 4.24 | 992% |
| Returns for 10 years | 109.08 | 48.44 | 225% |
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