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STSVX vs UBVVX
STSVX vs UBVVX Comparison
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STSVX vs UBVVX Comparison Chart in %
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STSVX vs. UBVVX commentary
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. STSVX (285M). UBVVX pays higher dividends than STSVX: UBVVX (1.59) vs STSVX (1.13). STSVX was incepted earlier than UBVVX: STSVX (27 years) vs UBVVX (10 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 : -0.18 vs. STSVX (-14.82). UBVVX return over 5 years is better than : 15.59 vs. STSVX (-29.15).
| 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 | 10 years | - |
| Gain YTD | 17.745 | 10.400 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 8.48B | 3% |
| Annual Yield % from dividends | 1.13 | 1.59 | 71% |
| Returns for 1 year | -14.82 | -0.18 | 8,235% |
| Returns for 3 years | -11.66 | 17.88 | -65% |
| Returns for 5 years | -29.15 | 15.59 | -187% |
| Returns for 10 years | -22.47 | N/A | - |
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