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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
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.98B vs. PSMVX (1.25B). UBVVX pays higher dividends than PSMVX: UBVVX (1.61) vs PSMVX (1.07). PSMVX was incepted earlier than UBVVX: PSMVX (12 years) vs UBVVX (9 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 : 13.61 vs. UBVVX (3.86). UBVVX return over 5 years is better than : 15.46 vs. PSMVX (-1.42).
| 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 | 9 years | - |
| Gain YTD | 14.698 | 12.447 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.98B | 14% |
| Annual Yield % from dividends | 1.07 | 1.61 | 66% |
| Returns for 1 year | 13.61 | 3.86 | 352% |
| Returns for 3 years | 18.48 | 20.25 | 91% |
| Returns for 5 years | -1.42 | 15.46 | -9% |
| Returns for 10 years | 19.16 | N/A | - |
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