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FCVAX vs UBVVX
FCVAX vs UBVVX Comparison
Open Charts FCVAX vs UBVVX
FCVAX vs UBVVX Comparison Chart in %
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FCVAX vs. UBVVX commentary
Sep 05, 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 FCVAX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.82B vs. FCVAX (5.47B). UBVVX pays higher dividends than FCVAX: UBVVX (1.59) vs FCVAX (0.67). FCVAX was incepted earlier than UBVVX: FCVAX (22 years) vs UBVVX (10 years). FCVAX (1.20) is less costly to investors than UBVVX (0.94). FCVAX is a more actively managed with annual turnover of: 96.00 vs. UBVVX (35.00). FCVAX (0) and UBVVX (0) have matching initial minimum investment requirements. FCVAX annual gain was more profitable for investors over the last year : 14.70 vs. UBVVX (3.34). FCVAX return over 5 years is better than : 19.16 vs. UBVVX (15.10).
| FCVAX | UBVVX | FCVAX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.20 | 0.94 | 128% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 24.948 | 13.918 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.47B | 8.82B | 62% |
| Annual Yield % from dividends | 0.67 | 1.59 | 42% |
| Returns for 1 year | 14.70 | 3.34 | 440% |
| Returns for 3 years | 32.11 | 20.64 | 156% |
| Returns for 5 years | 19.16 | 15.10 | 127% |
| Returns for 10 years | 38.07 | N/A | - |
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