SPSCX
Price
$23.93
Change
+$0.14 (+0.59%)
Updated
Sep 11 closing price
Net Assets
81.07M
UBVVX
Price
$86.56
Change
+$0.26 (+0.30%)
Updated
Sep 11 closing price
Net Assets
8.48B
Interact to see
Advertisement

SPSCX vs UBVVX

SPSCX vs UBVVX Comparison Chart in %
View a ticker or compare two or three
VS
SPSCX 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 SPSCX is a Hold and UBVVX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. SPSCX (81.1M). UBVVX pays higher dividends than SPSCX: UBVVX (1.59) vs SPSCX (1.20). SPSCX was incepted earlier than UBVVX: SPSCX (30 years) vs UBVVX (10 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 : 13.76 vs. UBVVX (-0.18). SPSCX return over 5 years is better than : 32.37 vs. UBVVX (15.59).
SPSCXUBVVXSPSCX / UBVVX
Total Expense Ratio0.840.9093%
Annual Report Gross Expense Ratio0.840.9489%
Fund Existence30 years10 years-
Gain YTD22.81910.400219%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets81.1M8.48B1%
Annual Yield % from dividends1.201.5975%
Returns for 1 year13.76-0.18-7,646%
Returns for 3 years41.9217.88234%
Returns for 5 years32.3715.59208%
Returns for 10 years81.40N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HGOTX84.40N/A
N/A
Hartford Growth Opportunities R5
PINTX13.22N/A
N/A
Principal Overseas R3
CLPCX13.66N/A
N/A
Catalyst Nasdaq-100 Hedged Equity C
FIFQX25.61N/A
N/A
Fidelity Advisor Founders C
JEQSX39.90N/A
N/A
Johnson Equity Income S