Interact to see
Advertisement
Advertisement
STSVX vs UBVVX
STSVX vs UBVVX Comparison
Open Charts STSVX vs UBVVX
STSVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STSVX vs. UBVVX commentary
Aug 02, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B 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 : 9.60 vs. STSVX (-7.38). UBVVX return over 5 years is better than : 18.82 vs. STSVX (-28.78).
| 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 | 20.459 | 14.187 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 9.02B | 3% |
| Annual Yield % from dividends | 1.12 | 1.59 | 71% |
| Returns for 1 year | -7.38 | 9.60 | -77% |
| Returns for 3 years | -14.52 | 14.27 | -102% |
| Returns for 5 years | -28.78 | 18.82 | -153% |
| Returns for 10 years | -20.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers