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FSCAX vs UBVVX
FSCAX vs UBVVX Comparison
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FSCAX vs UBVVX Comparison Chart in %
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FSCAX 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 FSCAX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. FSCAX (285M). UBVVX pays higher dividends than FSCAX: UBVVX (1.68) vs FSCAX (0.75). FSCAX was incepted earlier than UBVVX: FSCAX (32 years) vs UBVVX (9 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 : 24.35 vs. UBVVX (7.97). FSCAX return over 5 years is better than : 35.97 vs. UBVVX (4.89).
| 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 | 9 years | - |
| Gain YTD | 12.761 | 6.934 | 184% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 8.91B | 3% |
| Annual Yield % from dividends | 0.75 | 1.68 | 45% |
| Returns for 1 year | 24.35 | 7.97 | 305% |
| Returns for 3 years | 50.12 | 18.26 | 275% |
| Returns for 5 years | 35.97 | 4.89 | 735% |
| Returns for 10 years | 87.47 | N/A | - |
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