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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
PSOPX vs UBVVX Comparison Chart in %
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PSOPX vs. UBVVX commentary
Jun 04, 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: 8.91B vs. PSOPX (1.27B). UBVVX pays higher dividends than PSOPX: UBVVX (1.68) vs PSOPX (0.71). PSOPX was incepted earlier than UBVVX: PSOPX (31 years) vs UBVVX (9 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 : 31.23 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. PSOPX (-3.40).
| PSOPX | UBVVX | PSOPX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.01 | 0.94 | 107% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 16.283 | 6.934 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 8.91B | 14% |
| Annual Yield % from dividends | 0.71 | 1.68 | 43% |
| Returns for 1 year | 31.23 | 7.97 | 392% |
| Returns for 3 years | 40.46 | 18.26 | 222% |
| Returns for 5 years | -3.40 | 4.89 | -69% |
| Returns for 10 years | 35.69 | N/A | - |
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