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SCVJX vs UBVVX
SCVJX vs UBVVX Comparison
Open Charts SCVJX vs UBVVX
SCVJX vs UBVVX Comparison Chart in %
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SCVJX vs. UBVVX commentary
Aug 03, 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 SCVJX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. SCVJX (596M). UBVVX pays higher dividends than SCVJX: UBVVX (1.59) vs SCVJX (0.84). SCVJX was incepted earlier than UBVVX: SCVJX (10 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than SCVJX (0.88). SCVJX is a more actively managed with annual turnover of: 209.00 vs. UBVVX (35.00). SCVJX (0) and UBVVX (0) have matching initial minimum investment requirements. SCVJX annual gain was more profitable for investors over the last year : 22.34 vs. UBVVX (9.60). SCVJX return over 5 years is better than : 21.24 vs. UBVVX (18.82).
| SCVJX | UBVVX | SCVJX / UBVVX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.88 | 0.94 | 94% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 21.552 | 14.187 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 9.02B | 7% |
| Annual Yield % from dividends | 0.84 | 1.59 | 53% |
| Returns for 1 year | 22.34 | 9.60 | 233% |
| Returns for 3 years | 28.18 | 14.27 | 197% |
| Returns for 5 years | 21.24 | 18.82 | 113% |
| Returns for 10 years | N/A | N/A | - |
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