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PSMVX vs UBVVX
PSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVX
PSMVX vs UBVVX Comparison Chart in %
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PSMVX 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 PSMVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. PSMVX (1.23B). UBVVX pays higher dividends than PSMVX: UBVVX (1.59) vs PSMVX (1.06). PSMVX was incepted earlier than UBVVX: PSMVX (12 years) vs UBVVX (10 years). PSMVX (0.94) and UBVVX (0.94) have similar cost to investors . PSMVX is a more actively managed with annual turnover of: 89.90 vs. UBVVX (35.00). PSMVX (0) and UBVVX (0) have matching initial minimum investment requirements. PSMVX annual gain was more profitable for investors over the last year : 9.34 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. PSMVX (1.29).
| PSMVX | UBVVX | PSMVX / UBVVX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.94 | 0.94 | 100% |
| Fund Existence | 12 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 | 1.06 | 1.59 | 67% |
| Returns for 1 year | 9.34 | -0.18 | -5,188% |
| Returns for 3 years | 21.73 | 17.88 | 122% |
| Returns for 5 years | 1.29 | 15.59 | 8% |
| Returns for 10 years | 20.28 | N/A | - |
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