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DFSVX vs UBVSX
DFSVX vs UBVSX Comparison
Open Charts DFSVX vs UBVSX
DFSVX vs UBVSX Comparison Chart in %
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DFSVX vs. UBVSX commentary
Jul 04, 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 UBVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19B vs. UBVSX (9.17B). DFSVX (1.54) and UBVSX (1.53) have matching dividends . DFSVX was incepted earlier than UBVSX: DFSVX (33 years) vs UBVSX (13 years). UBVSX (1.09) is less costly to investors than DFSVX (0.31). UBVSX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than UBVSX: DFSVX (0) vs UBVSX (1000000). DFSVX annual gain was more profitable for investors over the last year : 27.45 vs. UBVSX (7.23). DFSVX return over 5 years is better than : 43.74 vs. UBVSX (15.78).
| DFSVX | UBVSX | DFSVX / UBVSX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 18.252 | 14.359 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 9.17B | 207% |
| Annual Yield % from dividends | 1.54 | 1.53 | 101% |
| Returns for 1 year | 27.45 | 7.23 | 380% |
| Returns for 3 years | 55.39 | 23.04 | 240% |
| Returns for 5 years | 43.74 | 15.78 | 277% |
| Returns for 10 years | 106.86 | 71.38 | 150% |
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