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FISMX vs PUVCX
FISMX vs PUVCX Comparison
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FISMX vs PUVCX Comparison Chart in %
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FISMX vs. PUVCX commentary
Jul 14, 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 FISMX is a Hold and PUVCX is a Buy.
FUNDAMENTALS
Fundamentals
FISMX has more cash in the bank: 5.46B vs. PUVCX (336M). PUVCX pays higher dividends than FISMX: PUVCX (5.07) vs FISMX (3.06). FISMX was incepted earlier than PUVCX: FISMX (24 years) vs PUVCX (27 years). PUVCX (2.28) is less costly to investors than FISMX (0.90). PUVCX is a more actively managed with annual turnover of: 30.00 vs. FISMX (24.00). FISMX (0) and PUVCX (0) have matching initial minimum investment requirements. FISMX annual gain was more profitable for investors over the last year : 13.41 vs. PUVCX (-1.25). FISMX return over 5 years is better than : 29.06 vs. PUVCX (3.75).
| FISMX | PUVCX | FISMX / PUVCX | |
| Total Expense Ratio | 0.90 | 2.23 | 40% |
| Annual Report Gross Expense Ratio | 0.90 | 2.28 | 39% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 8.229 | 2.117 | 389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 336M | 1,626% |
| Annual Yield % from dividends | 3.06 | 5.07 | 60% |
| Returns for 1 year | 13.41 | -1.25 | -1,073% |
| Returns for 3 years | 42.21 | 30.49 | 138% |
| Returns for 5 years | 29.06 | 3.75 | 774% |
| Returns for 10 years | 92.06 | 50.27 | 183% |
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