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PSOAX vs UBVVX
PSOAX vs UBVVX Comparison
Open Charts PSOAX vs UBVVX
PSOAX vs UBVVX Comparison Chart in %
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PSOAX vs. UBVVX commentary
Jun 21, 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 PSOAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.83B vs. PSOAX (1.3B). UBVVX pays higher dividends than PSOAX: UBVVX (1.68) vs PSOAX (0.66). PSOAX was incepted earlier than UBVVX: PSOAX (31 years) vs UBVVX (9 years). PSOAX (1.28) is less costly to investors than UBVVX (0.94). PSOAX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PSOAX: UBVVX (0) vs PSOAX (1000). PSOAX annual gain was more profitable for investors over the last year : 31.62 vs. UBVVX (8.87). UBVVX return over 5 years is better than : 14.71 vs. PSOAX (-0.09).
| PSOAX | UBVVX | PSOAX / UBVVX | |
| Total Expense Ratio | 1.19 | 0.90 | 132% |
| Annual Report Gross Expense Ratio | 1.28 | 0.94 | 136% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 19.881 | 8.750 | 227% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 8.83B | 15% |
| Annual Yield % from dividends | 0.66 | 1.68 | 39% |
| Returns for 1 year | 31.62 | 8.87 | 357% |
| Returns for 3 years | 37.27 | 12.94 | 288% |
| Returns for 5 years | -0.09 | 14.71 | -1% |
| Returns for 10 years | 29.89 | N/A | - |
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