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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
Jun 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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.3B vs. UBVTX (8.99B). DFSVX pays higher dividends than UBVTX: DFSVX (1.51) vs UBVTX (1.41). 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 : 35.73 vs. UBVTX (7.72). DFSVX return over 5 years is better than : 39.58 vs. UBVTX (6.08).
| 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 | 19.040 | 10.202 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3B | 8.99B | 215% |
| Annual Yield % from dividends | 1.51 | 1.41 | 107% |
| Returns for 1 year | 35.73 | 7.72 | 463% |
| Returns for 3 years | 58.88 | 15.72 | 375% |
| Returns for 5 years | 39.58 | 6.08 | 651% |
| Returns for 10 years | 109.17 | N/A | - |
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