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BSCAX vs UBVVX
BSCAX vs UBVVX Comparison
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BSCAX vs UBVVX Comparison Chart in %
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BSCAX vs. UBVVX commentary
Aug 03, 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 BSCAX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. BSCAX (709M). UBVVX pays higher dividends than BSCAX: UBVVX (1.59) vs BSCAX (0.39). BSCAX was incepted earlier than UBVVX: BSCAX (9 years) vs UBVVX (9 years). BSCAX (1.21) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. BSCAX (30.28). UBVVX has a lower initial minimum investment than BSCAX: UBVVX (0) vs BSCAX (2500). BSCAX annual gain was more profitable for investors over the last year : 37.87 vs. UBVVX (9.60). BSCAX return over 5 years is better than : 95.10 vs. UBVVX (18.82).
| BSCAX | UBVVX | BSCAX / UBVVX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 23.364 | 14.187 | 165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 9.02B | 8% |
| Annual Yield % from dividends | 0.39 | 1.59 | 25% |
| Returns for 1 year | 37.87 | 9.60 | 394% |
| Returns for 3 years | 82.46 | 14.27 | 578% |
| Returns for 5 years | 95.10 | 18.82 | 505% |
| Returns for 10 years | N/A | N/A | - |
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