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KVALX vs UBVVX
KVALX vs UBVVX Comparison
Open Charts KVALX vs UBVVX
KVALX vs UBVVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. KVALX (80.7M). UBVVX pays higher dividends than KVALX: UBVVX (1.68) vs KVALX (0.40). KVALX was incepted earlier than UBVVX: KVALX (4 years) vs UBVVX (9 years). KVALX (1.38) is less costly to investors than UBVVX (0.94). KVALX is a more actively managed with annual turnover of: 42.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than KVALX: UBVVX (0) vs KVALX (5000). KVALX annual gain was more profitable for investors over the last year : 29.40 vs. UBVVX (8.85).
| KVALX | UBVVX | KVALX / UBVVX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 1.38 | 0.94 | 147% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 21.394 | 8.750 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.7M | 8.74B | 1% |
| Annual Yield % from dividends | 0.40 | 1.68 | 24% |
| Returns for 1 year | 29.40 | 8.85 | 332% |
| Returns for 3 years | 56.75 | 22.53 | 252% |
| Returns for 5 years | N/A | 11.28 | - |
| Returns for 10 years | N/A | N/A | - |
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