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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
Aug 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 FCVCX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.05B vs. FCVCX (5.47B). UBVVX pays higher dividends than FCVCX: UBVVX (1.59) vs FCVCX (0.42). 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 : 19.63 vs. UBVVX (8.62). UBVVX return over 5 years is better than : 16.95 vs. FCVCX (7.30).
| 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 | 27.445 | 15.415 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.47B | 9.05B | 60% |
| Annual Yield % from dividends | 0.42 | 1.59 | 26% |
| Returns for 1 year | 19.63 | 8.62 | 228% |
| Returns for 3 years | 23.11 | 17.28 | 134% |
| Returns for 5 years | 7.30 | 16.95 | 43% |
| Returns for 10 years | 21.75 | N/A | - |
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