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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
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 SPSDX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. SPSDX (82.1M). UBVVX pays higher dividends than SPSDX: UBVVX (1.59) vs SPSDX (0.87). SPSDX was incepted earlier than UBVVX: SPSDX (17 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 : 24.10 vs. UBVVX (9.60). SPSDX return over 5 years is better than : 24.49 vs. UBVVX (18.82).
| SPSDX | UBVVX | SPSDX / UBVVX | |
| Total Expense Ratio | 1.84 | 0.90 | 204% |
| Annual Report Gross Expense Ratio | 1.84 | 0.94 | 196% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 23.433 | 14.187 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 9.02B | 1% |
| Annual Yield % from dividends | 0.87 | 1.59 | 55% |
| Returns for 1 year | 24.10 | 9.60 | 251% |
| Returns for 3 years | 30.42 | 14.27 | 213% |
| Returns for 5 years | 24.49 | 18.82 | 130% |
| Returns for 10 years | 61.97 | N/A | - |
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