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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
Aug 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: 19.7B vs. UBVCX (9.03B). DFSVX pays higher dividends than UBVCX: DFSVX (1.50) vs UBVCX (1.04). DFSVX was incepted earlier than UBVCX: DFSVX (34 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 : 31.52 vs. UBVCX (6.33). DFSVX return over 5 years is better than : 54.66 vs. UBVCX (13.17).
| DFSVX | UBVCX | DFSVX / UBVCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 23.034 | 15.152 | 152% |
| Front Load | N/A | N/A | - |
| 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 | 1.04 | 144% |
| Returns for 1 year | 31.52 | 6.33 | 498% |
| Returns for 3 years | 61.32 | 18.72 | 328% |
| Returns for 5 years | 54.66 | 13.17 | 415% |
| Returns for 10 years | 101.85 | 45.60 | 223% |
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