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SPSCX vs UBVVX
SPSCX vs UBVVX Comparison
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SPSCX vs UBVVX Comparison Chart in %
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SPSCX vs. UBVVX commentary
Jun 04, 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: 8.91B vs. SPSCX (76.4M). UBVVX pays higher dividends than SPSCX: UBVVX (1.68) vs SPSCX (1.27). SPSCX was incepted earlier than UBVVX: SPSCX (29 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 : 22.09 vs. UBVVX (7.97). SPSCX return over 5 years is better than : 17.34 vs. UBVVX (4.89).
| SPSCX | UBVVX | SPSCX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 15.230 | 6.934 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 8.91B | 1% |
| Annual Yield % from dividends | 1.27 | 1.68 | 76% |
| Returns for 1 year | 22.09 | 7.97 | 277% |
| Returns for 3 years | 40.52 | 18.26 | 222% |
| Returns for 5 years | 17.34 | 4.89 | 354% |
| Returns for 10 years | 72.80 | N/A | - |
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