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DFSVX vs UBVLX
DFSVX vs UBVLX Comparison
Open Charts DFSVX vs UBVLX
DFSVX vs UBVLX Comparison Chart in %
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DFSVX vs. UBVLX commentary
Jul 25, 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 StrongBuy and UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.3B vs. UBVLX (9.02B). UBVLX (1.61) and DFSVX (1.54) have matching dividends . DFSVX was incepted earlier than UBVLX: DFSVX (33 years) vs UBVLX (28 years). UBVLX (0.94) is less costly to investors than DFSVX (0.31). UBVLX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than UBVLX: DFSVX (0) vs UBVLX (3000000). DFSVX annual gain was more profitable for investors over the last year : 30.41 vs. UBVLX (6.64). DFSVX return over 5 years is better than : 53.14 vs. UBVLX (21.23).
| DFSVX | UBVLX | DFSVX / UBVLX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 20.848 | 13.744 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3B | 9.02B | 214% |
| Annual Yield % from dividends | 1.54 | 1.61 | 96% |
| Returns for 1 year | 30.41 | 6.64 | 458% |
| Returns for 3 years | 52.72 | 15.12 | 349% |
| Returns for 5 years | 53.14 | 21.23 | 250% |
| Returns for 10 years | 102.29 | 65.93 | 155% |
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