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SESVX vs UBVVX
SESVX vs UBVVX Comparison
Open Charts SESVX vs UBVVX
SESVX vs UBVVX Comparison Chart in %
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SESVX vs. UBVVX commentary
Jun 20, 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 SESVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.83B vs. SESVX (321M). UBVVX pays higher dividends than SESVX: UBVVX (1.68) vs SESVX (0.84). SESVX was incepted earlier than UBVVX: SESVX (32 years) vs UBVVX (9 years). SESVX (1.24) is less costly to investors than UBVVX (0.94). SESVX is a more actively managed with annual turnover of: 48.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SESVX: UBVVX (0) vs SESVX (100000). SESVX annual gain was more profitable for investors over the last year : 27.53 vs. UBVVX (8.87). UBVVX return over 5 years is better than : 14.71 vs. SESVX (4.93).
| SESVX | UBVVX | SESVX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.24 | 0.94 | 132% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 16.258 | 8.750 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 8.83B | 4% |
| Annual Yield % from dividends | 0.84 | 1.68 | 50% |
| Returns for 1 year | 27.53 | 8.87 | 310% |
| Returns for 3 years | 19.70 | 12.94 | 152% |
| Returns for 5 years | 4.93 | 14.71 | 34% |
| Returns for 10 years | 33.86 | N/A | - |
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