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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
Jun 20, 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: 8.77B vs. PSMVX (1.22B). UBVVX pays higher dividends than PSMVX: UBVVX (1.68) vs PSMVX (1.12). 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 : 20.55 vs. UBVVX (8.32). UBVVX return over 5 years is better than : 13.82 vs. PSMVX (-2.58).
| 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 | 11.811 | 7.906 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 8.77B | 14% |
| Annual Yield % from dividends | 1.12 | 1.68 | 67% |
| Returns for 1 year | 20.55 | 8.32 | 247% |
| Returns for 3 years | 18.38 | 16.41 | 112% |
| Returns for 5 years | -2.58 | 13.82 | -19% |
| Returns for 10 years | 21.43 | N/A | - |
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