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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
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 OSVCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. OSVCX (1.3B). UBVVX pays higher dividends than OSVCX: UBVVX (1.61) 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 : 17.48 vs. UBVVX (4.63). UBVVX return over 5 years is better than : 16.31 vs. OSVCX (-16.36).
| 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 | 21.268 | 13.279 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 9.04B | 14% |
| Annual Yield % from dividends | 0.55 | 1.61 | 34% |
| Returns for 1 year | 17.48 | 4.63 | 378% |
| Returns for 3 years | 26.73 | 21.14 | 126% |
| Returns for 5 years | -16.36 | 16.31 | -100% |
| Returns for 10 years | -2.32 | N/A | - |
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