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SVPSX vs UBVVX
SVPSX vs UBVVX Comparison
Open Charts SVPSX vs UBVVX
SVPSX vs UBVVX Comparison Chart in %
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SVPSX 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 SVPSX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. SVPSX (4.87M). UBVVX pays higher dividends than SVPSX: UBVVX (1.59) vs SVPSX (0.00). SVPSX was incepted earlier than UBVVX: SVPSX (25 years) vs UBVVX (10 years). SVPSX (3.11) is less costly to investors than UBVVX (0.94). SVPSX is a more actively managed with annual turnover of: 1642.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SVPSX: UBVVX (0) vs SVPSX (15000). SVPSX annual gain was more profitable for investors over the last year : 17.76 vs. UBVVX (-0.18). SVPSX return over 5 years is better than : 24.80 vs. UBVVX (15.59).
| SVPSX | UBVVX | SVPSX / UBVVX | |
| Total Expense Ratio | 2.78 | 0.90 | 309% |
| Annual Report Gross Expense Ratio | 3.11 | 0.94 | 331% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 15.742 | 10.400 | 151% |
| 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 | 17.76 | -0.18 | -9,863% |
| Returns for 3 years | 39.65 | 17.88 | 222% |
| Returns for 5 years | 24.80 | 15.59 | 159% |
| Returns for 10 years | 67.55 | N/A | - |
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