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DFSVX vs UBVTX
DFSVX vs UBVTX Comparison
Open Charts DFSVX vs UBVTX
DFSVX vs UBVTX Comparison Chart in %
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DFSVX vs. UBVTX commentary
Jul 28, 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 StrongBuy and UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.4B vs. UBVTX (9.14B). DFSVX pays higher dividends than UBVTX: DFSVX (1.54) vs UBVTX (1.35). DFSVX was incepted earlier than UBVTX: DFSVX (33 years) vs UBVTX (9 years). UBVTX (1.35) is less costly to investors than DFSVX (0.31). UBVTX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX (0) and UBVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 30.07 vs. UBVTX (6.72). DFSVX return over 5 years is better than : 51.47 vs. UBVTX (17.21).
| DFSVX | UBVTX | DFSVX / UBVTX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 21.102 | 15.040 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 9.14B | 212% |
| Annual Yield % from dividends | 1.54 | 1.35 | 114% |
| Returns for 1 year | 30.07 | 6.72 | 448% |
| Returns for 3 years | 51.09 | 12.91 | 396% |
| Returns for 5 years | 51.47 | 17.21 | 299% |
| Returns for 10 years | 103.27 | N/A | - |
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