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KSMUX vs UVABX
KSMUX vs UVABX Comparison
Open Charts KSMUX vs UVABX
KSMUX vs UVABX Comparison Chart in %
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KSMUX vs. UVABX commentary
Jun 23, 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 KSMUX is a Hold and UVABX is a Hold.
FUNDAMENTALS
Fundamentals
UVABX has more cash in the bank: 491M vs. KSMUX (44.7M). KSMUX pays higher dividends than UVABX: KSMUX (3.21) vs UVABX (2.97). KSMUX was incepted earlier than UVABX: KSMUX (36 years) vs UVABX (16 years). KSMUX (1.17) is less costly to investors than UVABX (0.91). KSMUX is a more actively managed with annual turnover of: 42.15 vs. UVABX (6.00). KSMUX initial investment is less costly to investors than UVABX (2%) vs UVABX (2%). KSMUX has a lower initial minimum investment than UVABX: KSMUX (1000) vs UVABX (2500). UVABX (7.78) and KSMUX (7.77) have marching annual gain over last year. UVABX return over 5 years is better than : 3.19 vs. KSMUX (-0.42).
| KSMUX | UVABX | KSMUX / UVABX | |
| Total Expense Ratio | 0.98 | 0.80 | 122% |
| Annual Report Gross Expense Ratio | 1.17 | 0.91 | 129% |
| Fund Existence | 36 years | 16 years | - |
| Gain YTD | 2.422 | 2.611 | 93% |
| Front Load | 3% | 2% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 491M | 9% |
| Annual Yield % from dividends | 3.21 | 2.97 | 108% |
| Returns for 1 year | 7.77 | 7.78 | 100% |
| Returns for 3 years | 8.35 | 10.94 | 76% |
| Returns for 5 years | -0.42 | 3.19 | -13% |
| Returns for 10 years | 10.70 | 8.92 | 120% |
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