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FCPVX vs UBVVX
FCPVX vs UBVVX Comparison
Open Charts FCPVX vs UBVVX
FCPVX vs UBVVX Comparison Chart in %
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FCPVX vs. UBVVX commentary
Sep 13, 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 FCPVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. FCPVX (5.47B). UBVVX pays higher dividends than FCPVX: UBVVX (1.59) vs FCPVX (0.84). FCPVX was incepted earlier than UBVVX: FCPVX (22 years) vs UBVVX (10 years). UBVVX (0.94) and FCPVX (0.91) have similar cost to investors . FCPVX is a more actively managed with annual turnover of: 96.00 vs. UBVVX (35.00). FCPVX (0) and UBVVX (0) have matching initial minimum investment requirements. FCPVX annual gain was more profitable for investors over the last year : 12.29 vs. UBVVX (-0.18). FCPVX return over 5 years is better than : 21.86 vs. UBVVX (15.59).
| FCPVX | UBVVX | FCPVX / UBVVX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.94 | 97% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 22.400 | 10.400 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.47B | 8.48B | 64% |
| Annual Yield % from dividends | 0.84 | 1.59 | 53% |
| Returns for 1 year | 12.29 | -0.18 | -6,826% |
| Returns for 3 years | 38.09 | 17.88 | 213% |
| Returns for 5 years | 21.86 | 15.59 | 140% |
| Returns for 10 years | 54.45 | N/A | - |