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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
Jun 24, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. SVPSX (4.34M). UBVVX pays higher dividends than SVPSX: UBVVX (1.68) vs SVPSX (0.00). SVPSX was incepted earlier than UBVVX: SVPSX (25 years) vs UBVVX (9 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 : 35.39 vs. UBVVX (8.85). SVPSX return over 5 years is better than : 16.86 vs. UBVVX (11.28).
| 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 | 9 years | - |
| Gain YTD | 16.046 | 8.750 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.34M | 8.74B | 0% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 35.39 | 8.85 | 400% |
| Returns for 3 years | 41.05 | 22.53 | 182% |
| Returns for 5 years | 16.86 | 11.28 | 149% |
| Returns for 10 years | 76.54 | N/A | - |
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