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TASCX vs UBVVX
TASCX vs UBVVX Comparison
Open Charts TASCX vs UBVVX
TASCX vs UBVVX Comparison Chart in %
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TASCX 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 TASCX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. TASCX (212M). UBVVX pays higher dividends than TASCX: UBVVX (1.61) vs TASCX (0.16). TASCX was incepted earlier than UBVVX: TASCX (29 years) vs UBVVX (9 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 : 25.86 vs. UBVVX (5.69). TASCX return over 5 years is better than : 22.32 vs. UBVVX (18.47).
| 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 | 9 years | - |
| Gain YTD | 21.425 | 13.279 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 9.04B | 2% |
| Annual Yield % from dividends | 0.16 | 1.61 | 10% |
| Returns for 1 year | 25.86 | 5.69 | 455% |
| Returns for 3 years | 21.06 | 20.16 | 104% |
| Returns for 5 years | 22.32 | 18.47 | 121% |
| Returns for 10 years | 21.91 | N/A | - |
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