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TVOAX vs UBVVX
TVOAX vs UBVVX Comparison
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TVOAX vs UBVVX Comparison Chart in %
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TVOAX vs. UBVVX commentary
Aug 28, 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 TVOAX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.99B vs. TVOAX (218M). UBVVX pays higher dividends than TVOAX: UBVVX (1.59) vs TVOAX (0.46). TVOAX was incepted earlier than UBVVX: TVOAX (25 years) vs UBVVX (10 years). TVOAX (1.46) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TVOAX (19.00). UBVVX has a lower initial minimum investment than TVOAX: UBVVX (0) vs TVOAX (2500). TVOAX annual gain was more profitable for investors over the last year : 23.44 vs. UBVVX (3.51). TVOAX return over 5 years is better than : 53.43 vs. UBVVX (14.12).
| TVOAX | UBVVX | TVOAX / UBVVX | |
| Total Expense Ratio | 1.36 | 0.90 | 151% |
| Annual Report Gross Expense Ratio | 1.46 | 0.94 | 155% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 19.453 | 14.750 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 8.99B | 2% |
| Annual Yield % from dividends | 0.46 | 1.59 | 29% |
| Returns for 1 year | 23.44 | 3.51 | 669% |
| Returns for 3 years | 54.40 | 21.04 | 259% |
| Returns for 5 years | 53.43 | 14.12 | 379% |
| Returns for 10 years | 128.19 | N/A | - |
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