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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
Aug 23, 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 Hold and UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. UBVTX (9.03B). DFSVX pays higher dividends than UBVTX: DFSVX (1.50) vs UBVTX (1.33). DFSVX was incepted earlier than UBVTX: DFSVX (34 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 : 31.52 vs. UBVTX (7.44). DFSVX return over 5 years is better than : 54.66 vs. UBVTX (17.36).
| DFSVX | UBVTX | DFSVX / UBVTX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 23.034 | 15.472 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 9.03B | 218% |
| Annual Yield % from dividends | 1.50 | 1.33 | 113% |
| Returns for 1 year | 31.52 | 7.44 | 424% |
| Returns for 3 years | 61.32 | 21.81 | 281% |
| Returns for 5 years | 54.66 | 17.36 | 315% |
| Returns for 10 years | 101.85 | N/A | - |
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