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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 04, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. UBVCX (8.91B). 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 : 37.29 vs. UBVCX (6.03). DFSVX return over 5 years is better than : 36.39 vs. UBVCX (-1.73).
| 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 | 16.319 | 6.558 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 8.91B | 210% |
| Annual Yield % from dividends | 1.51 | 1.10 | 137% |
| Returns for 1 year | 37.29 | 6.03 | 618% |
| Returns for 3 years | 61.26 | 12.95 | 473% |
| Returns for 5 years | 36.39 | -1.73 | -2,100% |
| Returns for 10 years | 101.56 | 39.76 | 255% |
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