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FESCX vs UBVVX
FESCX vs UBVVX Comparison
Open Charts FESCX vs UBVVX
FESCX vs UBVVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. FESCX (2.98B). UBVVX pays higher dividends than FESCX: UBVVX (1.68) vs FESCX (0.18). FESCX was incepted earlier than UBVVX: FESCX (5 years) vs UBVVX (9 years). FESCX (1.03) is less costly to investors than UBVVX (0.94). FESCX is a more actively managed with annual turnover of: 47.31 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than FESCX: UBVVX (0) vs FESCX (1000000). FESCX annual gain was more profitable for investors over the last year : 53.62 vs. UBVVX (8.85). FESCX return over 5 years is better than : 52.84 vs. UBVVX (11.28).
| FESCX | UBVVX | FESCX / UBVVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.03 | 0.94 | 110% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 30.835 | 8.750 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 8.74B | 34% |
| Annual Yield % from dividends | 0.18 | 1.68 | 11% |
| Returns for 1 year | 53.62 | 8.85 | 606% |
| Returns for 3 years | 69.47 | 22.53 | 308% |
| Returns for 5 years | 52.84 | 11.28 | 469% |
| Returns for 10 years | N/A | N/A | - |
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