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SPVYX vs UBVVX
SPVYX vs UBVVX Comparison
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SPVYX vs UBVVX Comparison Chart in %
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SPVYX 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 SPVYX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. SPVYX (320M). UBVVX pays higher dividends than SPVYX: UBVVX (1.61) vs SPVYX (1.00). 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 : 21.77 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 vs. SPVYX (8.51).
| 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 | 18.393 | 13.279 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 9.04B | 4% |
| Annual Yield % from dividends | 1.00 | 1.61 | 62% |
| Returns for 1 year | 21.77 | 5.69 | 383% |
| Returns for 3 years | 21.10 | 20.16 | 105% |
| Returns for 5 years | 8.51 | 18.47 | 46% |
| Returns for 10 years | 34.83 | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| XCHG | 26.90 | 0.16 | +0.61% |
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| FDD | 18.86 | 0.03 | +0.13% |
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| SCHX | 29.53 | -0.21 | -0.71% |
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