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: 8.91B vs. FESCX (2.8B). 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 : 51.84 vs. UBVVX (7.97). FESCX return over 5 years is better than : 45.09 vs. UBVVX (4.89).
| 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 | 25.668 | 6.934 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 8.91B | 31% |
| Annual Yield % from dividends | 0.18 | 1.68 | 11% |
| Returns for 1 year | 51.84 | 7.97 | 650% |
| Returns for 3 years | 66.04 | 18.26 | 362% |
| Returns for 5 years | 45.09 | 4.89 | 922% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement