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HSMVX vs UBVVX
HSMVX vs UBVVX Comparison
Open Charts HSMVX vs UBVVX
HSMVX vs UBVVX Comparison Chart in %
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HSMVX vs. UBVVX 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 HSMVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. HSMVX (296M). UBVVX pays higher dividends than HSMVX: UBVVX (1.59) vs HSMVX (1.09). HSMVX was incepted earlier than UBVVX: HSMVX (9 years) vs UBVVX (10 years). UBVVX (0.94) is less costly to investors than HSMVX (0.85). HSMVX is a more actively managed with annual turnover of: 60.00 vs. UBVVX (35.00). HSMVX (0) and UBVVX (0) have matching initial minimum investment requirements. HSMVX annual gain was more profitable for investors over the last year : 10.98 vs. UBVVX (-0.18). HSMVX return over 5 years is better than : 19.14 vs. UBVVX (15.59).
| HSMVX | UBVVX | HSMVX / UBVVX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.85 | 0.94 | 90% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 17.180 | 10.400 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 8.48B | 3% |
| Annual Yield % from dividends | 1.09 | 1.59 | 68% |
| Returns for 1 year | 10.98 | -0.18 | -6,098% |
| Returns for 3 years | 40.83 | 17.88 | 228% |
| Returns for 5 years | 19.14 | 15.59 | 123% |
| Returns for 10 years | N/A | N/A | - |
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