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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
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. SPSAX (82.1M). UBVVX pays higher dividends than SPSAX: UBVVX (1.59) vs SPSAX (1.11). SPSAX was incepted earlier than UBVVX: SPSAX (17 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 : 25.88 vs. UBVVX (9.60). SPSAX return over 5 years is better than : 31.42 vs. UBVVX (18.82).
| 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 | 9 years | - |
| Gain YTD | 23.992 | 14.187 | 169% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 9.02B | 1% |
| Annual Yield % from dividends | 1.11 | 1.59 | 70% |
| Returns for 1 year | 25.88 | 9.60 | 270% |
| Returns for 3 years | 34.91 | 14.27 | 245% |
| Returns for 5 years | 31.42 | 18.82 | 167% |
| Returns for 10 years | 78.79 | N/A | - |
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