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DTSVX vs UBVVX
DTSVX vs UBVVX Comparison
Open Charts DTSVX vs UBVVX
DTSVX vs UBVVX Comparison Chart in %
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DTSVX vs. UBVVX commentary
Jul 14, 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 DTSVX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. DTSVX (25M). UBVVX pays higher dividends than DTSVX: UBVVX (1.61) vs DTSVX (0.47). DTSVX was incepted earlier than UBVVX: DTSVX (34 years) vs UBVVX (9 years). DTSVX (2.01) is less costly to investors than UBVVX (0.94). DTSVX is a more actively managed with annual turnover of: 63.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than DTSVX: UBVVX (0) vs DTSVX (1000). DTSVX annual gain was more profitable for investors over the last year : 21.24 vs. UBVVX (5.69). DTSVX return over 5 years is better than : 22.87 vs. UBVVX (18.47).
| DTSVX | UBVVX | DTSVX / UBVVX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 2.01 | 0.94 | 214% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 23.439 | 13.279 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 9.04B | 0% |
| Annual Yield % from dividends | 0.47 | 1.61 | 29% |
| Returns for 1 year | 21.24 | 5.69 | 374% |
| Returns for 3 years | 30.23 | 20.16 | 150% |
| Returns for 5 years | 22.87 | 18.47 | 124% |
| Returns for 10 years | 45.21 | N/A | - |
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