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COVAX vs UBVVX
COVAX vs UBVVX Comparison
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COVAX vs. UBVVX commentary
Jun 24, 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 COVAX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. COVAX (858M). UBVVX pays higher dividends than COVAX: UBVVX (1.68) vs COVAX (0.52). COVAX was incepted earlier than UBVVX: COVAX (24 years) vs UBVVX (9 years). COVAX (1.36) is less costly to investors than UBVVX (0.94). COVAX is a more actively managed with annual turnover of: 115.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than COVAX: UBVVX (0) vs COVAX (2000). COVAX annual gain was more profitable for investors over the last year : 17.71 vs. UBVVX (6.87). UBVVX return over 5 years is better than : 9.10 vs. COVAX (-23.61).
| COVAX | UBVVX | COVAX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 0.94 | 145% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.720 | 8.098 | 182% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 8.74B | 10% |
| Annual Yield % from dividends | 0.52 | 1.68 | 31% |
| Returns for 1 year | 17.71 | 6.87 | 258% |
| Returns for 3 years | 1.40 | 21.80 | 6% |
| Returns for 5 years | -23.61 | 9.10 | -259% |
| Returns for 10 years | 3.10 | N/A | - |
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