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SPVYX vs UBVVX
SPVYX vs UBVVX Comparison
Open Charts SPVYX vs UBVVX
SPVYX vs UBVVX Comparison Chart in %
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SPVYX 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 SPVYX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. SPVYX (319M). UBVVX pays higher dividends than SPVYX: UBVVX (1.59) vs SPVYX (0.88). SPVYX was incepted earlier than UBVVX: SPVYX (11 years) vs UBVVX (9 years). SPVYX (0.99) is less costly to investors than UBVVX (0.94). SPVYX is a more actively managed with annual turnover of: 48.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPVYX: UBVVX (0) vs SPVYX (100000). SPVYX annual gain was more profitable for investors over the last year : 26.41 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. SPVYX (8.92).
| SPVYX | UBVVX | SPVYX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.99 | 0.94 | 105% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 20.445 | 14.187 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 9.02B | 4% |
| Annual Yield % from dividends | 0.88 | 1.59 | 55% |
| Returns for 1 year | 26.41 | 9.60 | 275% |
| Returns for 3 years | 19.06 | 14.27 | 134% |
| Returns for 5 years | 8.92 | 18.82 | 47% |
| Returns for 10 years | 38.70 | N/A | - |
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