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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 23, 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: 19.7B vs. UBVRX (9.03B). DFSVX pays higher dividends than UBVRX: DFSVX (1.50) vs UBVRX (1.13). DFSVX was incepted earlier than UBVRX: DFSVX (34 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 : 31.52 vs. UBVRX (7.15). DFSVX return over 5 years is better than : 54.66 vs. UBVRX (16.11).
| DFSVX | UBVRX | DFSVX / UBVRX | |
| Total Expense Ratio | 0.31 | 1.55 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.62 | 19% |
| Fund Existence | 34 years | 13 years | - |
| Gain YTD | 23.034 | 15.303 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 9.03B | 218% |
| Annual Yield % from dividends | 1.50 | 1.13 | 133% |
| Returns for 1 year | 31.52 | 7.15 | 441% |
| Returns for 3 years | 61.32 | 20.85 | 294% |
| Returns for 5 years | 54.66 | 16.11 | 339% |
| Returns for 10 years | 101.85 | 52.67 | 193% |
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