Interact to see
Advertisement
Advertisement
FESCX vs UBVVX
FESCX vs UBVVX Comparison
Open Charts FESCX vs UBVVX
FESCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. FESCX (2.95B). UBVVX pays higher dividends than FESCX: UBVVX (1.61) vs FESCX (0.17). 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 : 40.23 vs. UBVVX (5.69). FESCX return over 5 years is better than : 56.63 vs. UBVVX (18.47).
| 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 | 27.390 | 13.279 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 9.04B | 33% |
| Annual Yield % from dividends | 0.17 | 1.61 | 10% |
| Returns for 1 year | 40.23 | 5.69 | 708% |
| Returns for 3 years | 55.03 | 20.16 | 273% |
| Returns for 5 years | 56.63 | 18.47 | 307% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement