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AVPAX vs UBVVX
AVPAX vs UBVVX Comparison
Open Charts AVPAX vs UBVVX
AVPAX vs UBVVX Comparison Chart in %
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AVPAX vs. UBVVX commentary
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. AVPAX (3.61B). UBVVX pays higher dividends than AVPAX: UBVVX (1.59) vs AVPAX (0.70). AVPAX was incepted earlier than UBVVX: AVPAX (28 years) vs UBVVX (10 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 : 13.20 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. AVPAX (-0.47).
| AVPAX | UBVVX | AVPAX / UBVVX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.16 | 0.94 | 123% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 24.713 | 10.400 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 8.48B | 43% |
| Annual Yield % from dividends | 0.70 | 1.59 | 44% |
| Returns for 1 year | 13.20 | -0.18 | -7,330% |
| Returns for 3 years | 23.94 | 17.88 | 134% |
| Returns for 5 years | -0.47 | 15.59 | -3% |
| Returns for 10 years | 22.73 | N/A | - |
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