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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
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 SVPIX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. SVPIX (5.09M). UBVVX pays higher dividends than SVPIX: UBVVX (1.61) vs SVPIX (0.00). SVPIX was incepted earlier than UBVVX: SVPIX (25 years) vs UBVVX (9 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 : 29.19 vs. UBVVX (5.69). SVPIX return over 5 years is better than : 30.29 vs. UBVVX (18.47).
| 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 | 9 years | - |
| Gain YTD | 17.844 | 13.279 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09M | 9.04B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | 29.19 | 5.69 | 513% |
| Returns for 3 years | 38.23 | 20.16 | 190% |
| Returns for 5 years | 30.29 | 18.47 | 164% |
| Returns for 10 years | 89.65 | N/A | - |
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