Interact to see
Advertisement
Advertisement
FSCAX vs UBVVX
FSCAX vs UBVVX Comparison
Open Charts FSCAX vs UBVVX
FSCAX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSCAX vs. UBVVX commentary
Sep 13, 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 FSCAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. FSCAX (281M). UBVVX pays higher dividends than FSCAX: UBVVX (1.59) vs FSCAX (0.74). FSCAX was incepted earlier than UBVVX: FSCAX (32 years) vs UBVVX (10 years). FSCAX (1.30) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. FSCAX (21.00). UBVVX has a lower initial minimum investment than FSCAX: UBVVX (0) vs FSCAX (3000). FSCAX annual gain was more profitable for investors over the last year : 12.91 vs. UBVVX (-0.18). FSCAX return over 5 years is better than : 43.84 vs. UBVVX (15.59).
| FSCAX | UBVVX | FSCAX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.30 | 0.94 | 138% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 15.002 | 10.400 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 8.48B | 3% |
| Annual Yield % from dividends | 0.74 | 1.59 | 46% |
| Returns for 1 year | 12.91 | -0.18 | -7,169% |
| Returns for 3 years | 45.49 | 17.88 | 254% |
| Returns for 5 years | 43.84 | 15.59 | 281% |
| Returns for 10 years | 84.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DDFM | 20.08 | 0.06 | +0.28% |
| Innovator Equity Dl Dir 15 Buf ETF - Mar | |||
| PGF | 13.18 | 0.04 | +0.27% |
| Invesco Financial Preferred ETF | |||
| BSL | 12.96 | 0.03 | +0.23% |
| Blackstone Senior Floating Rate 2027 Term Fund | |||
| SHYG | 41.79 | N/A | N/A |
| iShares 0-5 Year High Yield Corp Bd ETF | |||
| IBMX | 23.78 | -0.19 | -0.81% |
| iShares iBonds Dec 2035 Term Muni Bd ETF | |||