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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX commentary
Sep 12, 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 PPVIX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. PPVIX (1.23B). UBVVX pays higher dividends than PPVIX: UBVVX (1.59) vs PPVIX (1.02). PPVIX was incepted earlier than UBVVX: PPVIX (22 years) vs UBVVX (10 years). PPVIX (1.02) is less costly to investors than UBVVX (0.94). PPVIX is a more actively managed with annual turnover of: 89.90 vs. UBVVX (35.00). PPVIX (0) and UBVVX (0) have matching initial minimum investment requirements. PPVIX annual gain was more profitable for investors over the last year : 9.28 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. PPVIX (1.06).
| PPVIX | UBVVX | PPVIX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.02 | 0.94 | 109% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 15.486 | 10.400 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 8.48B | 15% |
| Annual Yield % from dividends | 1.02 | 1.59 | 64% |
| Returns for 1 year | 9.28 | -0.18 | -5,157% |
| Returns for 3 years | 21.50 | 17.88 | 120% |
| Returns for 5 years | 1.06 | 15.59 | 7% |
| Returns for 10 years | 19.88 | N/A | - |
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