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FISAX vs VUBFX
FISAX vs VUBFX Comparison
Open Charts FISAX vs VUBFX
FISAX vs VUBFX Comparison Chart in %
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FISAX vs. VUBFX commentary
Sep 12, 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 FISAX is a Hold and VUBFX is a Hold.
FUNDAMENTALS
Fundamentals
VUBFX has more cash in the bank: 16B vs. FISAX (414M). FISAX pays higher dividends than VUBFX: FISAX (4.22) vs VUBFX (3.97). FISAX was incepted earlier than VUBFX: FISAX (39 years) vs VUBFX (12 years). FISAX (0.99) is less costly to investors than VUBFX (0.20). VUBFX is a more actively managed with annual turnover of: 82.00 vs. FISAX (14.82). FISAX has a lower initial minimum investment than VUBFX: FISAX (1000) vs VUBFX (3000). VUBFX annual gain was more profitable for investors over the last year : 3.68 vs. FISAX (2.63). VUBFX return over 5 years is better than : 18.59 vs. FISAX (11.97).
| FISAX | VUBFX | FISAX / VUBFX | |
| Total Expense Ratio | 0.84 | 0.20 | 420% |
| Annual Report Gross Expense Ratio | 0.99 | 0.20 | 495% |
| Fund Existence | 39 years | 12 years | - |
| Gain YTD | 1.501 | 2.254 | 67% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 16B | 3% |
| Annual Yield % from dividends | 4.22 | 3.97 | 106% |
| Returns for 1 year | 2.63 | 3.68 | 71% |
| Returns for 3 years | 14.51 | 15.91 | 91% |
| Returns for 5 years | 11.97 | 18.59 | 64% |
| Returns for 10 years | 17.08 | 29.70 | 57% |
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