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DFSVX vs UBVRX
DFSVX vs UBVRX Comparison
Open Charts DFSVX vs UBVRX
DFSVX vs UBVRX Comparison Chart in %
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DFSVX vs. UBVRX commentary
Aug 03, 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 UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. UBVRX (9.02B). DFSVX pays higher dividends than UBVRX: DFSVX (1.50) vs UBVRX (1.13). DFSVX was incepted earlier than UBVRX: DFSVX (33 years) vs UBVRX (13 years). UBVRX (1.62) is less costly to investors than DFSVX (0.31). UBVRX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX (0) and UBVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 34.39 vs. UBVRX (8.44). DFSVX return over 5 years is better than : 50.66 vs. UBVRX (14.22).
| DFSVX | UBVRX | DFSVX / UBVRX | |
| Total Expense Ratio | 0.31 | 1.55 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.62 | 19% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 21.336 | 13.763 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 9.02B | 216% |
| Annual Yield % from dividends | 1.50 | 1.13 | 133% |
| Returns for 1 year | 34.39 | 8.44 | 407% |
| Returns for 3 years | 50.37 | 11.10 | 454% |
| Returns for 5 years | 50.66 | 14.22 | 356% |
| Returns for 10 years | 107.71 | 57.27 | 188% |
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