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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
Jun 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 FCPVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. FCPVX (5.13B). UBVVX pays higher dividends than FCPVX: UBVVX (1.68) vs FCPVX (0.89). 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 : 23.71 vs. UBVVX (7.97). FCPVX return over 5 years is better than : 7.31 vs. UBVVX (4.89).
| 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 | 16.850 | 6.934 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 8.91B | 58% |
| Annual Yield % from dividends | 0.89 | 1.68 | 53% |
| Returns for 1 year | 23.71 | 7.97 | 297% |
| Returns for 3 years | 31.01 | 18.26 | 170% |
| Returns for 5 years | 7.31 | 4.89 | 149% |
| Returns for 10 years | 36.53 | N/A | - |
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