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STSVX vs UBVVX
STSVX vs UBVVX Comparison
Open Charts STSVX vs UBVVX
STSVX vs UBVVX Comparison Chart in %
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STSVX vs. UBVVX commentary
Aug 23, 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 STSVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. STSVX (295M). UBVVX pays higher dividends than STSVX: UBVVX (1.59) vs STSVX (1.12). STSVX was incepted earlier than UBVVX: STSVX (27 years) vs UBVVX (9 years). STSVX (1.24) is less costly to investors than UBVVX (0.94). STSVX is a more actively managed with annual turnover of: 58.55 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than STSVX: UBVVX (0) vs STSVX (1000). UBVVX annual gain was more profitable for investors over the last year : 8.29 vs. STSVX (-8.35). UBVVX return over 5 years is better than : 20.79 vs. STSVX (-27.29).
| STSVX | UBVVX | STSVX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.24 | 0.94 | 132% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 21.086 | 15.773 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 9.03B | 3% |
| Annual Yield % from dividends | 1.12 | 1.59 | 71% |
| Returns for 1 year | -8.35 | 8.29 | -101% |
| Returns for 3 years | -9.02 | 24.31 | -37% |
| Returns for 5 years | -27.29 | 20.79 | -131% |
| Returns for 10 years | -23.07 | N/A | - |
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