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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
Jul 14, 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 UBVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. UBVRX (9.04B). DFSVX pays higher dividends than UBVRX: DFSVX (1.54) vs UBVRX (1.15). 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 : 27.77 vs. UBVRX (4.55). DFSVX return over 5 years is better than : 49.27 vs. UBVRX (13.87).
| 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 | 18.935 | 12.885 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 9.04B | 211% |
| Annual Yield % from dividends | 1.54 | 1.15 | 134% |
| Returns for 1 year | 27.77 | 4.55 | 610% |
| Returns for 3 years | 54.48 | 16.82 | 324% |
| Returns for 5 years | 49.27 | 13.87 | 355% |
| Returns for 10 years | 99.33 | 54.19 | 183% |
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