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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. FCPVX (5.59B). UBVVX pays higher dividends than FCPVX: UBVVX (1.61) vs FCPVX (0.81). FCPVX was incepted earlier than UBVVX: FCPVX (22 years) vs UBVVX (9 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 : 23.81 vs. UBVVX (5.69). FCPVX return over 5 years is better than : 23.68 vs. UBVVX (18.47).
| 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 | 9 years | - |
| Gain YTD | 26.500 | 13.279 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 9.04B | 62% |
| Annual Yield % from dividends | 0.81 | 1.61 | 50% |
| Returns for 1 year | 23.81 | 5.69 | 419% |
| Returns for 3 years | 34.32 | 20.16 | 170% |
| Returns for 5 years | 23.68 | 18.47 | 128% |
| Returns for 10 years | 45.61 | N/A | - |
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