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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
Jul 14, 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 Buy and UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. UBVCX (9.04B). DFSVX pays higher dividends than UBVCX: DFSVX (1.54) vs UBVCX (1.06). 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 : 27.77 vs. UBVCX (3.79). DFSVX return over 5 years is better than : 49.27 vs. UBVCX (10.99).
| 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 | 18.935 | 12.782 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 9.04B | 211% |
| Annual Yield % from dividends | 1.54 | 1.06 | 146% |
| Returns for 1 year | 27.77 | 3.79 | 733% |
| Returns for 3 years | 54.48 | 14.78 | 369% |
| Returns for 5 years | 49.27 | 10.99 | 448% |
| Returns for 10 years | 99.33 | 47.09 | 211% |
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