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SPSDX vs UBVVX
SPSDX vs UBVVX Comparison
Open Charts SPSDX vs UBVVX
SPSDX vs UBVVX Comparison Chart in %
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SPSDX vs. UBVVX commentary
Jul 14, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. SPSDX (80.6M). UBVVX pays higher dividends than SPSDX: UBVVX (1.61) vs SPSDX (0.89). 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 : 19.28 vs. UBVVX (5.69). SPSDX return over 5 years is better than : 22.42 vs. UBVVX (18.47).
| 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 | 21.174 | 13.279 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 9.04B | 1% |
| Annual Yield % from dividends | 0.89 | 1.61 | 55% |
| Returns for 1 year | 19.28 | 5.69 | 339% |
| Returns for 3 years | 33.10 | 20.16 | 164% |
| Returns for 5 years | 22.42 | 18.47 | 121% |
| Returns for 10 years | 56.47 | N/A | - |
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