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SVPIX vs UBVVX
SVPIX vs UBVVX Comparison
Open Charts SVPIX vs UBVVX
SVPIX vs UBVVX Comparison Chart in %
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SVPIX vs. UBVVX commentary
Sep 12, 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 SVPIX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. SVPIX (4.87M). UBVVX pays higher dividends than SVPIX: UBVVX (1.59) vs SVPIX (0.00). SVPIX was incepted earlier than UBVVX: SVPIX (25 years) vs UBVVX (10 years). SVPIX (2.11) is less costly to investors than UBVVX (0.94). SVPIX is a more actively managed with annual turnover of: 1642.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SVPIX: UBVVX (0) vs SVPIX (15000). SVPIX annual gain was more profitable for investors over the last year : 18.94 vs. UBVVX (-0.18). SVPIX return over 5 years is better than : 31.79 vs. UBVVX (15.59).
| SVPIX | UBVVX | SVPIX / UBVVX | |
| Total Expense Ratio | 1.78 | 0.90 | 198% |
| Annual Report Gross Expense Ratio | 2.11 | 0.94 | 224% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 16.541 | 10.400 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87M | 8.48B | 0% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 18.94 | -0.18 | -10,519% |
| Returns for 3 years | 43.97 | 17.88 | 246% |
| Returns for 5 years | 31.79 | 15.59 | 204% |
| Returns for 10 years | 90.45 | N/A | - |
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