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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
Jun 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. SPVYX (314M). UBVVX pays higher dividends than SPVYX: UBVVX (1.68) vs SPVYX (1.05). 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 : 26.65 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. SPVYX (-2.89).
| 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 | 13.020 | 6.934 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 8.91B | 4% |
| Annual Yield % from dividends | 1.05 | 1.68 | 62% |
| Returns for 1 year | 26.65 | 7.97 | 334% |
| Returns for 3 years | 23.98 | 18.26 | 131% |
| Returns for 5 years | -2.89 | 4.89 | -59% |
| Returns for 10 years | 31.99 | N/A | - |
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