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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
Jun 24, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. UBVUX (8.83B). UBVUX (1.57) and DFSVX (1.51) 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 : 34.64 vs. UBVUX (8.62). DFSVX return over 5 years is better than : 42.04 vs. UBVUX (10.31).
| 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 | 16.824 | 8.669 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 8.83B | 214% |
| Annual Yield % from dividends | 1.51 | 1.57 | 96% |
| Returns for 1 year | 34.64 | 8.62 | 402% |
| Returns for 3 years | 61.14 | 21.82 | 280% |
| Returns for 5 years | 42.04 | 10.31 | 408% |
| Returns for 10 years | 109.08 | N/A | - |
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