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BPSIX vs UBVVX
BPSIX vs UBVVX Comparison
Open Charts BPSIX vs UBVVX
BPSIX vs UBVVX Comparison Chart in %
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BPSIX vs. UBVVX commentary
Sep 12, 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 BPSIX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. BPSIX (823M). UBVVX pays higher dividends than BPSIX: UBVVX (1.59) vs BPSIX (0.53). BPSIX was incepted earlier than UBVVX: BPSIX (28 years) vs UBVVX (10 years). BPSIX (1.07) is less costly to investors than UBVVX (0.94). BPSIX is a more actively managed with annual turnover of: 70.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than BPSIX: UBVVX (0) vs BPSIX (100000). BPSIX annual gain was more profitable for investors over the last year : 6.27 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. BPSIX (-1.30).
| BPSIX | UBVVX | BPSIX / UBVVX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.07 | 0.94 | 114% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 15.955 | 10.400 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 8.48B | 10% |
| Annual Yield % from dividends | 0.53 | 1.59 | 33% |
| Returns for 1 year | 6.27 | -0.18 | -3,485% |
| Returns for 3 years | 14.81 | 17.88 | 83% |
| Returns for 5 years | -1.30 | 15.59 | -8% |
| Returns for 10 years | 42.63 | N/A | - |
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