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DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFSVX vs UBVUX Comparison Chart in %
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DFSVX vs. UBVUX commentary
Aug 11, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. UBVUX (9.14B). DFSVX (1.50) and UBVUX (1.48) have matching dividends . DFSVX was incepted earlier than UBVUX: DFSVX (33 years) vs UBVUX (9 years). UBVUX (1.10) is less costly to investors than DFSVX (0.31). UBVUX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (7.00). DFSVX (0) and UBVUX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 35.87 vs. UBVUX (11.79). DFSVX return over 5 years is better than : 47.89 vs. UBVUX (15.84).
| DFSVX | UBVUX | DFSVX / UBVUX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 22.936 | 16.396 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 9.14B | 216% |
| Annual Yield % from dividends | 1.50 | 1.48 | 101% |
| Returns for 1 year | 35.87 | 11.79 | 304% |
| Returns for 3 years | 55.00 | 17.67 | 311% |
| Returns for 5 years | 47.89 | 15.84 | 302% |
| Returns for 10 years | 105.48 | N/A | - |
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