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SPSDX vs UBVVX
SPSDX vs UBVVX Comparison
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SPSDX vs UBVVX Comparison Chart in %
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SPSDX vs. UBVVX commentary
Jun 21, 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 SPSDX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.83B vs. SPSDX (77.9M). UBVVX pays higher dividends than SPSDX: UBVVX (1.68) vs SPSDX (0.93). SPSDX was incepted earlier than UBVVX: SPSDX (16 years) vs UBVVX (9 years). SPSDX (1.84) is less costly to investors than UBVVX (0.94). SPSDX is a more actively managed with annual turnover of: 89.59 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPSDX: UBVVX (0) vs SPSDX (1000). SPSDX annual gain was more profitable for investors over the last year : 20.96 vs. UBVVX (8.87). SPSDX return over 5 years is better than : 18.39 vs. UBVVX (14.71).
| SPSDX | UBVVX | SPSDX / UBVVX | |
| Total Expense Ratio | 1.84 | 0.90 | 204% |
| Annual Report Gross Expense Ratio | 1.84 | 0.94 | 196% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 16.996 | 8.750 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.9M | 8.83B | 1% |
| Annual Yield % from dividends | 0.93 | 1.68 | 55% |
| Returns for 1 year | 20.96 | 8.87 | 236% |
| Returns for 3 years | 30.58 | 12.94 | 236% |
| Returns for 5 years | 18.39 | 14.71 | 125% |
| Returns for 10 years | 55.60 | N/A | - |
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