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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 05, 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: 19B vs. UBVTX (9.17B). 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 : 27.45 vs. UBVTX (6.52). DFSVX return over 5 years is better than : 43.74 vs. UBVTX (13.04).
| 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 | 18.252 | 14.164 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 9.17B | 207% |
| Annual Yield % from dividends | 1.54 | 1.35 | 114% |
| Returns for 1 year | 27.45 | 6.52 | 421% |
| Returns for 3 years | 55.39 | 20.99 | 264% |
| Returns for 5 years | 43.74 | 13.04 | 336% |
| Returns for 10 years | 106.86 | N/A | - |
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