SCVAX
Price
$41.13
Change
-$0.05 (-0.12%)
Updated
Sep 11 closing price
Net Assets
574.37M
UBVVX
Price
$86.56
Change
+$0.26 (+0.30%)
Updated
Sep 11 closing price
Net Assets
8.48B
Interact to see
Advertisement

SCVAX vs UBVVX

SCVAX vs UBVVX Comparison Chart in %
View a ticker or compare two or three
VS
SCVAX vs. UBVVX commentary
Sep 13, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. SCVAX (574M). UBVVX pays higher dividends than SCVAX: UBVVX (1.59) vs SCVAX (0.53). SCVAX was incepted earlier than UBVVX: SCVAX (25 years) vs UBVVX (10 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 : 12.19 vs. UBVVX (-0.18). SCVAX (16.23) and UBVVX (15.59) have equivalent 5 years return.
SCVAXUBVVXSCVAX / UBVVX
Total Expense Ratio1.150.90128%
Annual Report Gross Expense Ratio1.290.94137%
Fund Existence25 years10 years-
Gain YTD18.95710.400182%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets574M8.48B7%
Annual Yield % from dividends0.531.5933%
Returns for 1 year12.19-0.18-6,771%
Returns for 3 years30.5317.88171%
Returns for 5 years16.2315.59104%
Returns for 10 years103.05N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HGOTX84.40N/A
N/A
Hartford Growth Opportunities R5
PINTX13.22N/A
N/A
Principal Overseas R3
CLPCX13.66N/A
N/A
Catalyst Nasdaq-100 Hedged Equity C
FIFQX25.61N/A
N/A
Fidelity Advisor Founders C
JEQSX39.90N/A
N/A
Johnson Equity Income S