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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
Jun 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 UBVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. UBVRX (8.74B). DFSVX pays higher dividends than UBVRX: DFSVX (1.51) vs UBVRX (1.20). 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 : 34.64 vs. UBVRX (7.70). DFSVX return over 5 years is better than : 42.04 vs. UBVRX (6.96).
| 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 | 16.824 | 8.414 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 8.74B | 216% |
| Annual Yield % from dividends | 1.51 | 1.20 | 126% |
| Returns for 1 year | 34.64 | 7.70 | 450% |
| Returns for 3 years | 61.14 | 19.13 | 320% |
| Returns for 5 years | 42.04 | 6.96 | 604% |
| Returns for 10 years | 109.08 | 55.65 | 196% |
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