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SPSAX vs UBVVX
SPSAX vs UBVVX Comparison
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SPSAX vs UBVVX Comparison Chart in %
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SPSAX 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 SPSAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. SPSAX (80.6M). UBVVX pays higher dividends than SPSAX: UBVVX (1.61) vs SPSAX (1.13). SPSAX was incepted earlier than UBVVX: SPSAX (16 years) vs UBVVX (9 years). SPSAX (1.09) is less costly to investors than UBVVX (0.94). SPSAX is a more actively managed with annual turnover of: 89.59 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPSAX: UBVVX (0) vs SPSAX (1000). SPSAX annual gain was more profitable for investors over the last year : 20.94 vs. UBVVX (5.69). SPSAX return over 5 years is better than : 29.18 vs. UBVVX (18.47).
| SPSAX | UBVVX | SPSAX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.09 | 0.94 | 116% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 21.687 | 13.279 | 163% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 9.04B | 1% |
| Annual Yield % from dividends | 1.13 | 1.61 | 70% |
| Returns for 1 year | 20.94 | 5.69 | 368% |
| Returns for 3 years | 37.74 | 20.16 | 187% |
| Returns for 5 years | 29.18 | 18.47 | 158% |
| Returns for 10 years | 72.76 | N/A | - |
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