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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
Jun 07, 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: 18.7B vs. UBVSX (8.79B). UBVSX pays higher dividends than DFSVX: UBVSX (1.59) vs DFSVX (1.51). 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 : 34.58 vs. UBVSX (7.10). DFSVX return over 5 years is better than : 34.62 vs. UBVSX (4.54).
| 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 | 14.978 | 7.102 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 8.79B | 213% |
| Annual Yield % from dividends | 1.51 | 1.59 | 95% |
| Returns for 1 year | 34.58 | 7.10 | 487% |
| Returns for 3 years | 57.38 | 16.18 | 355% |
| Returns for 5 years | 34.62 | 4.54 | 763% |
| Returns for 10 years | 95.19 | 53.92 | 177% |
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