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FCVTX vs UBVVX
FCVTX vs UBVVX Comparison
Open Charts FCVTX vs UBVVX
FCVTX vs UBVVX Comparison Chart in %
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FCVTX vs. UBVVX commentary
Jul 04, 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 FCVTX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.05B vs. FCVTX (5.59B). UBVVX pays higher dividends than FCVTX: UBVVX (1.61) vs FCVTX (0.55). FCVTX was incepted earlier than UBVVX: FCVTX (22 years) vs UBVVX (9 years). FCVTX (1.45) is less costly to investors than UBVVX (0.94). FCVTX is a more actively managed with annual turnover of: 96.00 vs. UBVVX (35.00). FCVTX (0) and UBVVX (0) have matching initial minimum investment requirements. FCVTX annual gain was more profitable for investors over the last year : 22.32 vs. UBVVX (5.95). FCVTX (14.93) and UBVVX (14.80) have equivalent 5 years return.
| FCVTX | UBVVX | FCVTX / UBVVX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.45 | 0.94 | 154% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 26.403 | 12.895 | 205% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 9.05B | 62% |
| Annual Yield % from dividends | 0.55 | 1.61 | 34% |
| Returns for 1 year | 22.32 | 5.95 | 375% |
| Returns for 3 years | 33.28 | 21.84 | 152% |
| Returns for 5 years | 14.93 | 14.80 | 101% |
| Returns for 10 years | 40.46 | N/A | - |
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