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PCVAX vs UBVVX
PCVAX vs UBVVX Comparison
Open Charts PCVAX vs UBVVX
PCVAX vs UBVVX Comparison Chart in %
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PCVAX vs. UBVVX commentary
Jun 04, 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 PCVAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. PCVAX (248M). UBVVX pays higher dividends than PCVAX: UBVVX (1.68) vs PCVAX (0.72). PCVAX was incepted earlier than UBVVX: PCVAX (29 years) vs UBVVX (9 years). PCVAX (1.24) is less costly to investors than UBVVX (0.94). PCVAX is a more actively managed with annual turnover of: 48.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PCVAX: UBVVX (0) vs PCVAX (2500). PCVAX annual gain was more profitable for investors over the last year : 20.89 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. PCVAX (-13.62).
| PCVAX | UBVVX | PCVAX / UBVVX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.24 | 0.94 | 132% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 11.972 | 6.934 | 173% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 8.91B | 3% |
| Annual Yield % from dividends | 0.72 | 1.68 | 43% |
| Returns for 1 year | 20.89 | 7.97 | 262% |
| Returns for 3 years | 18.77 | 18.26 | 103% |
| Returns for 5 years | -13.62 | 4.89 | -278% |
| Returns for 10 years | -31.83 | N/A | - |
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