Interact to see
Advertisement
Advertisement
TASCX vs UBVVX
TASCX vs UBVVX Comparison
Open Charts TASCX vs UBVVX
TASCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TASCX vs. UBVVX commentary
Sep 04, 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 TASCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.85B vs. TASCX (219M). UBVVX pays higher dividends than TASCX: UBVVX (1.59) vs TASCX (0.15). TASCX was incepted earlier than UBVVX: TASCX (29 years) vs UBVVX (10 years). TASCX (1.26) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TASCX (15.00). UBVVX has a lower initial minimum investment than TASCX: UBVVX (0) vs TASCX (10000). TASCX annual gain was more profitable for investors over the last year : 23.70 vs. UBVVX (4.96). TASCX return over 5 years is better than : 20.97 vs. UBVVX (15.36).
| TASCX | UBVVX | TASCX / UBVVX | |
| Total Expense Ratio | 1.19 | 0.90 | 132% |
| Annual Report Gross Expense Ratio | 1.26 | 0.94 | 134% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 24.188 | 14.174 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 8.85B | 2% |
| Annual Yield % from dividends | 0.15 | 1.59 | 10% |
| Returns for 1 year | 23.70 | 4.96 | 478% |
| Returns for 3 years | 19.31 | 17.86 | 108% |
| Returns for 5 years | 20.97 | 15.36 | 137% |
| Returns for 10 years | 19.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement