SNWCX
Price
$73.02
Change
-$0.07 (-0.10%)
Updated
Jul 13 closing price
Net Assets
53.11M
UBVVX
Price
$88.85
Change
+$0.30 (+0.34%)
Updated
Jul 13 closing price
Net Assets
9.04B
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SNWCX vs UBVVX

SNWCX vs UBVVX Comparison Chart in %
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SNWCX vs. UBVVX commentary
Jul 14, 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 SNWCX is a Hold and UBVVX is a Buy.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. SNWCX (53.1M). UBVVX pays higher dividends than SNWCX: UBVVX (1.61) vs SNWCX (1.41). SNWCX was incepted earlier than UBVVX: SNWCX (16 years) vs UBVVX (9 years). SNWCX (2.71) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. SNWCX (20.00). UBVVX has a lower initial minimum investment than SNWCX: UBVVX (0) vs SNWCX (2500). SNWCX annual gain was more profitable for investors over the last year : 31.64 vs. UBVVX (5.69). SNWCX return over 5 years is better than : 76.48 vs. UBVVX (18.47).
SNWCXUBVVXSNWCX / UBVVX
Total Expense Ratio1.950.90217%
Annual Report Gross Expense Ratio2.710.94288%
Fund Existence16 years9 years-
Gain YTD13.86513.279104%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets53.1M9.04B1%
Annual Yield % from dividends1.411.6187%
Returns for 1 year31.645.69557%
Returns for 3 years64.9720.16322%
Returns for 5 years76.4818.47414%
Returns for 10 years183.50N/A-
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