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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
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 OSVCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.83B vs. OSVCX (1.3B). UBVVX pays higher dividends than OSVCX: UBVVX (1.68) vs OSVCX (0.80). 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 : 25.51 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. OSVCX (-18.78).
| 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 | 19.622 | 8.750 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 8.83B | 15% |
| Annual Yield % from dividends | 0.80 | 1.68 | 47% |
| Returns for 1 year | 25.51 | 8.85 | 288% |
| Returns for 3 years | 32.03 | 22.53 | 142% |
| Returns for 5 years | -18.78 | 11.28 | -166% |
| Returns for 10 years | 2.53 | N/A | - |
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