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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
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PSOPX vs UBVVX Comparison Chart in %
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PSOPX 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 PSOPX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. PSOPX (1.25B). UBVVX pays higher dividends than PSOPX: UBVVX (1.59) vs PSOPX (0.60). PSOPX was incepted earlier than UBVVX: PSOPX (32 years) vs UBVVX (10 years). PSOPX (1.01) is less costly to investors than UBVVX (0.94). PSOPX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PSOPX: UBVVX (0) vs PSOPX (1000000). PSOPX annual gain was more profitable for investors over the last year : 16.37 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. PSOPX (5.48).
| PSOPX | UBVVX | PSOPX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.01 | 0.94 | 107% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 20.362 | 10.400 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.48B | 15% |
| Annual Yield % from dividends | 0.60 | 1.59 | 38% |
| Returns for 1 year | 16.37 | -0.18 | -9,092% |
| Returns for 3 years | 42.32 | 17.88 | 237% |
| Returns for 5 years | 5.48 | 15.59 | 35% |
| Returns for 10 years | 35.63 | N/A | - |
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