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AVPAX vs UBVVX
AVPAX vs UBVVX Comparison
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AVPAX vs UBVVX Comparison Chart in %
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AVPAX 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 AVPAX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. AVPAX (3.82B). UBVVX pays higher dividends than AVPAX: UBVVX (1.61) vs AVPAX (0.69). AVPAX was incepted earlier than UBVVX: AVPAX (27 years) vs UBVVX (9 years). AVPAX (1.16) is less costly to investors than UBVVX (0.94). AVPAX is a more actively managed with annual turnover of: 75.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than AVPAX: UBVVX (0) vs AVPAX (2500). AVPAX annual gain was more profitable for investors over the last year : 20.58 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 vs. AVPAX (0.06).
| AVPAX | UBVVX | AVPAX / UBVVX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.16 | 0.94 | 123% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 25.815 | 13.279 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 9.04B | 42% |
| Annual Yield % from dividends | 0.69 | 1.61 | 43% |
| Returns for 1 year | 20.58 | 5.69 | 362% |
| Returns for 3 years | 22.97 | 20.16 | 114% |
| Returns for 5 years | 0.06 | 18.47 | 0% |
| Returns for 10 years | 22.97 | N/A | - |
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