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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
Jun 04, 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: 8.88B vs. AVPAX (3.82B). UBVVX pays higher dividends than AVPAX: UBVVX (1.68) vs AVPAX (0.73). 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 : 25.34 vs. UBVVX (6.98). UBVVX return over 5 years is better than : 5.41 vs. AVPAX (-10.53).
| 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 | 20.854 | 7.509 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 8.88B | 43% |
| Annual Yield % from dividends | 0.73 | 1.68 | 44% |
| Returns for 1 year | 25.34 | 6.98 | 363% |
| Returns for 3 years | 25.66 | 18.90 | 136% |
| Returns for 5 years | -10.53 | 5.41 | -195% |
| Returns for 10 years | 21.44 | N/A | - |
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