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FIKNX vs UBVVX
FIKNX vs UBVVX Comparison
Open Charts FIKNX vs UBVVX
FIKNX vs UBVVX Comparison Chart in %
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FIKNX vs. UBVVX commentary
Jun 03, 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 FIKNX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. FIKNX (5.13B). UBVVX pays higher dividends than FIKNX: UBVVX (1.68) vs FIKNX (0.96). FIKNX was incepted earlier than UBVVX: FIKNX (8 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than FIKNX (0.84). FIKNX is a more actively managed with annual turnover of: 96.00 vs. UBVVX (35.00). FIKNX (0) and UBVVX (0) have matching initial minimum investment requirements. FIKNX annual gain was more profitable for investors over the last year : 23.80 vs. UBVVX (7.97). FIKNX return over 5 years is better than : 7.88 vs. UBVVX (4.89).
| FIKNX | UBVVX | FIKNX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 16.892 | 6.934 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 8.91B | 58% |
| Annual Yield % from dividends | 0.96 | 1.68 | 57% |
| Returns for 1 year | 23.80 | 7.97 | 299% |
| Returns for 3 years | 31.34 | 18.26 | 172% |
| Returns for 5 years | 7.88 | 4.89 | 161% |
| Returns for 10 years | N/A | N/A | - |
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