Interact to see
Advertisement
Advertisement
FCVAX vs UBVVX
FCVAX vs UBVVX Comparison
Open Charts FCVAX vs UBVVX
FCVAX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCVAX vs. UBVVX commentary
Aug 15, 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. FCVAX (5.47B). UBVVX pays higher dividends than FCVAX: UBVVX (1.59) vs FCVAX (0.66). FCVAX was incepted earlier than UBVVX: FCVAX (22 years) vs UBVVX (9 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 : 21.42 vs. UBVVX (5.88). FCVAX return over 5 years is better than : 18.60 vs. UBVVX (16.95).
| 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 | 9 years | - |
| Gain YTD | 28.698 | 15.415 | 186% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.47B | 9.04B | 60% |
| Annual Yield % from dividends | 0.66 | 1.59 | 42% |
| Returns for 1 year | 21.42 | 5.88 | 364% |
| Returns for 3 years | 32.56 | 18.24 | 179% |
| Returns for 5 years | 18.60 | 16.95 | 110% |
| Returns for 10 years | 42.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement