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OSVCX vs UBVVX
OSVCX vs UBVVX Comparison
Open Charts OSVCX vs UBVVX
OSVCX vs UBVVX Comparison Chart in %
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OSVCX vs. UBVVX commentary
Aug 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 OSVCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. OSVCX (1.3B). UBVVX pays higher dividends than OSVCX: UBVVX (1.59) vs OSVCX (0.55). OSVCX was incepted earlier than UBVVX: OSVCX (27 years) vs UBVVX (9 years). OSVCX (1.82) is less costly to investors than UBVVX (0.94). OSVCX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than OSVCX: UBVVX (0) vs OSVCX (1000). OSVCX annual gain was more profitable for investors over the last year : 20.03 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. OSVCX (-12.11).
| OSVCX | UBVVX | OSVCX / UBVVX | |
| Total Expense Ratio | 1.69 | 0.90 | 188% |
| Annual Report Gross Expense Ratio | 1.82 | 0.94 | 194% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 23.461 | 15.773 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 9.03B | 14% |
| Annual Yield % from dividends | 0.55 | 1.59 | 35% |
| Returns for 1 year | 20.03 | 8.29 | 242% |
| Returns for 3 years | 31.95 | 24.31 | 131% |
| Returns for 5 years | -12.11 | 20.79 | -58% |
| Returns for 10 years | -3.44 | N/A | - |
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