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ICVPX vs UBVVX
ICVPX vs UBVVX Comparison
Open Charts ICVPX vs UBVVX
ICVPX vs UBVVX Comparison Chart in %
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ICVPX vs. UBVVX 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 ICVPX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. ICVPX (68.8M). UBVVX pays higher dividends than ICVPX: UBVVX (1.61) vs ICVPX (1.40). ICVPX was incepted earlier than UBVVX: ICVPX (17 years) vs UBVVX (9 years). ICVPX (1.47) is less costly to investors than UBVVX (0.94). ICVPX is a more actively managed with annual turnover of: 114.00 vs. UBVVX (35.00). ICVPX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 5.69 vs. ICVPX (3.31). UBVVX return over 5 years is better than : 18.47 vs. ICVPX (-13.27).
| ICVPX | UBVVX | ICVPX / UBVVX | |
| Total Expense Ratio | 1.33 | 0.90 | 148% |
| Annual Report Gross Expense Ratio | 1.47 | 0.94 | 156% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 23.552 | 13.279 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.8M | 9.04B | 1% |
| Annual Yield % from dividends | 1.40 | 1.61 | 86% |
| Returns for 1 year | 3.31 | 5.69 | 58% |
| Returns for 3 years | 1.73 | 20.16 | 9% |
| Returns for 5 years | -13.27 | 18.47 | -72% |
| Returns for 10 years | 0.13 | N/A | - |
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