Interact to see
Advertisement
Advertisement
FIKNX vs UBVVX
FIKNX vs UBVVX Comparison
Open Charts FIKNX vs UBVVX
FIKNX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKNX vs. UBVVX commentary
Aug 15, 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.11B vs. FIKNX (5.47B). UBVVX pays higher dividends than FIKNX: UBVVX (1.59) vs FIKNX (0.91). 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 : 23.94 vs. UBVVX (5.88). FIKNX return over 5 years is better than : 22.26 vs. UBVVX (16.95).
| 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 | 29.085 | 15.415 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.47B | 9.11B | 60% |
| Annual Yield % from dividends | 0.91 | 1.59 | 57% |
| Returns for 1 year | 23.94 | 5.88 | 407% |
| Returns for 3 years | 37.38 | 18.24 | 205% |
| Returns for 5 years | 22.26 | 16.95 | 131% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement