Interact to see
Advertisement
Advertisement
FSCVX vs UBVVX
FSCVX vs UBVVX Comparison
Open Charts FSCVX vs UBVVX
FSCVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSCVX vs. UBVVX commentary
Aug 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 FSCVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. FSCVX (286M). UBVVX pays higher dividends than FSCVX: UBVVX (1.59) vs FSCVX (0.11). FSCVX was incepted earlier than UBVVX: FSCVX (28 years) vs UBVVX (9 years). FSCVX (2.05) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. FSCVX (21.00). UBVVX has a lower initial minimum investment than FSCVX: UBVVX (0) vs FSCVX (3000). FSCVX annual gain was more profitable for investors over the last year : 22.78 vs. UBVVX (9.60). FSCVX return over 5 years is better than : 40.77 vs. UBVVX (18.82).
| FSCVX | UBVVX | FSCVX / UBVVX | |
| Total Expense Ratio | 1.95 | 0.90 | 217% |
| Annual Report Gross Expense Ratio | 2.05 | 0.94 | 218% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 16.256 | 14.187 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 9.02B | 3% |
| Annual Yield % from dividends | 0.11 | 1.59 | 7% |
| Returns for 1 year | 22.78 | 9.60 | 237% |
| Returns for 3 years | 37.84 | 14.27 | 265% |
| Returns for 5 years | 40.77 | 18.82 | 217% |
| Returns for 10 years | 76.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers