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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
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 PPVIX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. PPVIX (1.22B). UBVVX pays higher dividends than PPVIX: UBVVX (1.68) vs PPVIX (1.08). PPVIX was incepted earlier than UBVVX: PPVIX (22 years) vs UBVVX (9 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 : 21.33 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. PPVIX (-8.88).
| 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 | 9 years | - |
| Gain YTD | 10.499 | 6.934 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 8.91B | 14% |
| Annual Yield % from dividends | 1.08 | 1.68 | 64% |
| Returns for 1 year | 21.33 | 7.97 | 268% |
| Returns for 3 years | 20.97 | 18.26 | 115% |
| Returns for 5 years | -8.88 | 4.89 | -182% |
| Returns for 10 years | 17.75 | N/A | - |
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