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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
Jul 14, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. PSOPX (1.3B). UBVVX pays higher dividends than PSOPX: UBVVX (1.61) vs PSOPX (0.60). 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 : 25.98 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 vs. PSOPX (7.53).
| 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 | 21.744 | 13.279 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 9.04B | 14% |
| Annual Yield % from dividends | 0.60 | 1.61 | 37% |
| Returns for 1 year | 25.98 | 5.69 | 457% |
| Returns for 3 years | 39.70 | 20.16 | 197% |
| Returns for 5 years | 7.53 | 18.47 | 41% |
| Returns for 10 years | 36.63 | N/A | - |
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