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SPSAX vs UBVVX
SPSAX vs UBVVX Comparison
Open Charts SPSAX vs UBVVX
SPSAX vs UBVVX Comparison Chart in %
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SPSAX vs. UBVVX commentary
Sep 13, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. SPSAX (81.1M). UBVVX pays higher dividends than SPSAX: UBVVX (1.59) vs SPSAX (1.12). SPSAX was incepted earlier than UBVVX: SPSAX (17 years) vs UBVVX (10 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 : 13.33 vs. UBVVX (-0.18). SPSAX return over 5 years is better than : 30.26 vs. UBVVX (15.59).
| SPSAX | UBVVX | SPSAX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.09 | 0.94 | 116% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 22.577 | 10.400 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.1M | 8.48B | 1% |
| Annual Yield % from dividends | 1.12 | 1.59 | 70% |
| Returns for 1 year | 13.33 | -0.18 | -7,407% |
| Returns for 3 years | 40.59 | 17.88 | 227% |
| Returns for 5 years | 30.26 | 15.59 | 194% |
| Returns for 10 years | 76.15 | N/A | - |
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