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QRSVX vs UBVVX
QRSVX vs UBVVX Comparison
Open Charts QRSVX vs UBVVX
QRSVX vs UBVVX Comparison Chart in %
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QRSVX vs. UBVVX commentary
Aug 02, 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 QRSVX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. QRSVX (1.42B). UBVVX pays higher dividends than QRSVX: UBVVX (1.59) vs QRSVX (0.76). QRSVX was incepted earlier than UBVVX: QRSVX (24 years) vs UBVVX (9 years). QRSVX (0.94) and UBVVX (0.94) have similar cost to investors . UBVVX is a more actively managed with annual turnover of: 35.00 vs. QRSVX (15.00). UBVVX has a lower initial minimum investment than QRSVX: UBVVX (0) vs QRSVX (1500). QRSVX annual gain was more profitable for investors over the last year : 27.11 vs. UBVVX (9.60). QRSVX return over 5 years is better than : 57.22 vs. UBVVX (18.82).
| QRSVX | UBVVX | QRSVX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 0.94 | 0.94 | 100% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 26.174 | 14.187 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 9.02B | 16% |
| Annual Yield % from dividends | 0.76 | 1.59 | 48% |
| Returns for 1 year | 27.11 | 9.60 | 282% |
| Returns for 3 years | 54.78 | 14.27 | 384% |
| Returns for 5 years | 57.22 | 18.82 | 304% |
| Returns for 10 years | 118.10 | N/A | - |
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