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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
Jun 12, 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 StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.82B vs. FCVTX (5.13B). UBVVX pays higher dividends than FCVTX: UBVVX (1.68) vs FCVTX (0.60). 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 : 19.54 vs. UBVVX (5.62). UBVVX return over 5 years is better than : 6.61 vs. FCVTX (2.93).
| 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 | 17.657 | 7.804 | 226% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 8.82B | 58% |
| Annual Yield % from dividends | 0.60 | 1.68 | 36% |
| Returns for 1 year | 19.54 | 5.62 | 348% |
| Returns for 3 years | 26.22 | 16.63 | 158% |
| Returns for 5 years | 2.93 | 6.61 | 44% |
| Returns for 10 years | 30.43 | N/A | - |
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