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RYSEX vs UBVVX
RYSEX vs UBVVX Comparison
Open Charts RYSEX vs UBVVX
RYSEX vs UBVVX Comparison Chart in %
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RYSEX vs. UBVVX commentary
Jul 05, 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 RYSEX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.17B vs. RYSEX (481M). RYSEX pays higher dividends than UBVVX: RYSEX (1.88) vs UBVVX (1.61). RYSEX was incepted earlier than UBVVX: RYSEX (28 years) vs UBVVX (9 years). RYSEX (1.25) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. RYSEX (12.00). UBVVX has a lower initial minimum investment than RYSEX: UBVVX (0) vs RYSEX (2000). RYSEX annual gain was more profitable for investors over the last year : 18.07 vs. UBVVX (7.36). UBVVX return over 5 years is better than : 16.34 vs. RYSEX (-10.34).
| RYSEX | UBVVX | RYSEX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.25 | 0.94 | 133% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 22.309 | 14.405 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 9.17B | 5% |
| Annual Yield % from dividends | 1.88 | 1.61 | 117% |
| Returns for 1 year | 18.07 | 7.36 | 245% |
| Returns for 3 years | 5.52 | 23.46 | 24% |
| Returns for 5 years | -10.34 | 16.34 | -63% |
| Returns for 10 years | 0.38 | N/A | - |
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