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SCVAX vs UBVVX
SCVAX vs UBVVX Comparison
Open Charts SCVAX vs UBVVX
SCVAX vs UBVVX Comparison Chart in %
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SCVAX vs. UBVVX commentary
Aug 23, 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 SCVAX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. SCVAX (596M). UBVVX pays higher dividends than SCVAX: UBVVX (1.59) vs SCVAX (0.53). SCVAX was incepted earlier than UBVVX: SCVAX (25 years) vs UBVVX (9 years). SCVAX (1.29) is less costly to investors than UBVVX (0.94). SCVAX is a more actively managed with annual turnover of: 209.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SCVAX: UBVVX (0) vs SCVAX (1000). SCVAX annual gain was more profitable for investors over the last year : 21.51 vs. UBVVX (8.29). UBVVX (20.79) and SCVAX (19.91) have equivalent 5 years return.
| SCVAX | UBVVX | SCVAX / UBVVX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.29 | 0.94 | 137% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 22.831 | 15.773 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 9.03B | 7% |
| Annual Yield % from dividends | 0.53 | 1.59 | 33% |
| Returns for 1 year | 21.51 | 8.29 | 259% |
| Returns for 3 years | 35.75 | 24.31 | 147% |
| Returns for 5 years | 19.91 | 20.79 | 96% |
| Returns for 10 years | 103.64 | N/A | - |
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