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SNWIX vs UBVVX
SNWIX vs UBVVX Comparison
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SNWIX vs UBVVX Comparison Chart in %
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SNWIX vs. UBVVX commentary
Sep 12, 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 SNWIX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. SNWIX (93.3M). SNWIX pays higher dividends than UBVVX: SNWIX (1.98) vs UBVVX (1.59). SNWIX was incepted earlier than UBVVX: SNWIX (16 years) vs UBVVX (10 years). SNWIX (1.71) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. SNWIX (20.00). UBVVX has a lower initial minimum investment than SNWIX: UBVVX (0) vs SNWIX (1000000). SNWIX annual gain was more profitable for investors over the last year : 20.70 vs. UBVVX (-0.18). SNWIX return over 5 years is better than : 85.76 vs. UBVVX (15.59).
| SNWIX | UBVVX | SNWIX / UBVVX | |
| Total Expense Ratio | 0.95 | 0.90 | 106% |
| Annual Report Gross Expense Ratio | 1.71 | 0.94 | 182% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 14.293 | 10.400 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 8.48B | 1% |
| Annual Yield % from dividends | 1.98 | 1.59 | 124% |
| Returns for 1 year | 20.70 | -0.18 | -11,497% |
| Returns for 3 years | 73.98 | 17.88 | 414% |
| Returns for 5 years | 85.76 | 15.59 | 550% |
| Returns for 10 years | 214.20 | N/A | - |
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