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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
Aug 02, 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 StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.08B vs. BPSIX (817M). UBVVX pays higher dividends than BPSIX: UBVVX (1.61) vs BPSIX (0.53). BPSIX was incepted earlier than UBVVX: BPSIX (28 years) vs UBVVX (9 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 : 16.43 vs. UBVVX (10.28). UBVVX return over 5 years is better than : 19.55 vs. BPSIX (-1.60).
| 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 | 9 years | - |
| Gain YTD | 17.339 | 14.891 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 9.08B | 9% |
| Annual Yield % from dividends | 0.53 | 1.61 | 33% |
| Returns for 1 year | 16.43 | 10.28 | 160% |
| Returns for 3 years | 11.22 | 14.98 | 75% |
| Returns for 5 years | -1.60 | 19.55 | -8% |
| Returns for 10 years | 46.62 | N/A | - |
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