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QRSAX vs UBVVX
QRSAX vs UBVVX Comparison
Open Charts QRSAX vs UBVVX
QRSAX vs UBVVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. QRSAX (1.36B). UBVVX pays higher dividends than QRSAX: UBVVX (1.68) vs QRSAX (0.81). QRSAX was incepted earlier than UBVVX: QRSAX (6 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than QRSAX (0.88). UBVVX is a more actively managed with annual turnover of: 35.00 vs. QRSAX (15.00). UBVVX has a lower initial minimum investment than QRSAX: UBVVX (0) vs QRSAX (1500). QRSAX annual gain was more profitable for investors over the last year : 32.13 vs. UBVVX (7.97). QRSAX return over 5 years is better than : 49.72 vs. UBVVX (4.89).
| QRSAX | UBVVX | QRSAX / UBVVX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 0.94 | 94% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 22.175 | 6.934 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 8.91B | 15% |
| Annual Yield % from dividends | 0.81 | 1.68 | 48% |
| Returns for 1 year | 32.13 | 7.97 | 403% |
| Returns for 3 years | 61.05 | 18.26 | 334% |
| Returns for 5 years | 49.72 | 4.89 | 1,016% |
| Returns for 10 years | N/A | N/A | - |
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