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FCVCX vs UBVVX
FCVCX vs UBVVX Comparison
Open Charts FCVCX vs UBVVX
FCVCX vs UBVVX Comparison Chart in %
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FCVCX 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 FCVCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. FCVCX (5.13B). UBVVX pays higher dividends than FCVCX: UBVVX (1.68) vs FCVCX (0.45). FCVCX was incepted earlier than UBVVX: FCVCX (22 years) vs UBVVX (9 years). FCVCX (1.95) is less costly to investors than UBVVX (0.94). FCVCX is a more actively managed with annual turnover of: 96.00 vs. UBVVX (35.00). FCVCX (0) and UBVVX (0) have matching initial minimum investment requirements. FCVCX annual gain was more profitable for investors over the last year : 19.48 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. FCVCX (-4.73).
| FCVCX | UBVVX | FCVCX / UBVVX | |
| Total Expense Ratio | 1.95 | 0.90 | 217% |
| Annual Report Gross Expense Ratio | 1.95 | 0.94 | 207% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 16.362 | 6.934 | 236% |
| 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 | 0.45 | 1.68 | 27% |
| Returns for 1 year | 19.48 | 7.97 | 244% |
| Returns for 3 years | 21.16 | 18.26 | 116% |
| Returns for 5 years | -4.73 | 4.89 | -97% |
| Returns for 10 years | 12.59 | N/A | - |
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