Interact to see
Advertisement
Advertisement
SPSCX vs UBVVX
SPSCX vs UBVVX Comparison
Open Charts SPSCX vs UBVVX
SPSCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSCX 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 SPSCX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. SPSCX (82.1M). UBVVX pays higher dividends than SPSCX: UBVVX (1.59) vs SPSCX (1.19). SPSCX was incepted earlier than UBVVX: SPSCX (30 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than SPSCX (0.84). SPSCX is a more actively managed with annual turnover of: 89.59 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPSCX: UBVVX (0) vs SPSCX (1000000). SPSCX annual gain was more profitable for investors over the last year : 26.31 vs. UBVVX (9.60). SPSCX return over 5 years is better than : 33.47 vs. UBVVX (18.82).
| SPSCX | UBVVX | SPSCX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 24.161 | 14.187 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 9.02B | 1% |
| Annual Yield % from dividends | 1.19 | 1.59 | 75% |
| Returns for 1 year | 26.31 | 9.60 | 274% |
| Returns for 3 years | 36.18 | 14.27 | 253% |
| Returns for 5 years | 33.47 | 18.82 | 178% |
| Returns for 10 years | 84.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VHIAX | 38.37 | 0.24 | +0.63% |
| JPMorgan Growth Advantage A | |||
| RSESX | 18.45 | 0.09 | +0.49% |
| Russell Inv US Strategic Equity S | |||
| PWGIX | 29.95 | -0.05 | -0.17% |
| Impax US Sustainable Economy Instl | |||
| RAIWX | 30.23 | -0.06 | -0.20% |
| Manning & Napier Rainier Intl Discv W | |||
| RYZCX | 167.75 | -5.62 | -3.24% |
| Rydex Precious Metals C | |||