Interact to see
Advertisement
Advertisement
DFSVX vs UBVUX
DFSVX vs UBVUX Comparison
Open Charts DFSVX vs UBVUX
DFSVX vs UBVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. UBVUX commentary
Sep 03, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.4B vs. UBVUX (8.83B). DFSVX (1.50) and UBVUX (1.49) have matching dividends . DFSVX was incepted earlier than UBVUX: DFSVX (34 years) vs UBVUX (10 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 : 26.22 vs. UBVUX (2.92). DFSVX return over 5 years is better than : 49.04 vs. UBVUX (13.39).
| DFSVX | UBVUX | DFSVX / UBVUX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 22.585 | 13.738 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 8.83B | 220% |
| Annual Yield % from dividends | 1.50 | 1.49 | 101% |
| Returns for 1 year | 26.22 | 2.92 | 899% |
| Returns for 3 years | 54.41 | 16.83 | 323% |
| Returns for 5 years | 49.04 | 13.39 | 366% |
| Returns for 10 years | 100.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement