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DRISX vs UBVVX
DRISX vs UBVVX Comparison
Open Charts DRISX vs UBVVX
DRISX vs UBVVX Comparison Chart in %
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DRISX vs. UBVVX commentary
Sep 10, 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 DRISX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.79B vs. DRISX (213M). UBVVX pays higher dividends than DRISX: UBVVX (1.59) vs DRISX (1.02). DRISX was incepted earlier than UBVVX: DRISX (19 years) vs UBVVX (10 years). DRISX (1.05) is less costly to investors than UBVVX (0.94). DRISX is a more actively managed with annual turnover of: 50.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than DRISX: UBVVX (0) vs DRISX (100000). DRISX annual gain was more profitable for investors over the last year : 22.74 vs. UBVVX (3.67). UBVVX return over 5 years is better than : 18.34 vs. DRISX (-2.22).
| DRISX | UBVVX | DRISX / UBVVX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.05 | 0.94 | 112% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 22.099 | 14.110 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 8.79B | 2% |
| Annual Yield % from dividends | 1.02 | 1.59 | 64% |
| Returns for 1 year | 22.74 | 3.67 | 620% |
| Returns for 3 years | 10.95 | 22.68 | 48% |
| Returns for 5 years | -2.22 | 18.34 | -12% |
| Returns for 10 years | 25.80 | N/A | - |
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