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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
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 TVOAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. TVOAX (217M). UBVVX pays higher dividends than TVOAX: UBVVX (1.68) vs TVOAX (0.48). TVOAX was incepted earlier than UBVVX: TVOAX (24 years) vs UBVVX (9 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 : 34.20 vs. UBVVX (6.87). TVOAX return over 5 years is better than : 52.34 vs. UBVVX (9.10).
| TVOAX | UBVVX | TVOAX / UBVVX | |
| Total Expense Ratio | 1.36 | 0.90 | 151% |
| Annual Report Gross Expense Ratio | 1.46 | 0.94 | 155% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.206 | 8.098 | 225% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 8.74B | 2% |
| Annual Yield % from dividends | 0.48 | 1.68 | 29% |
| Returns for 1 year | 34.20 | 6.87 | 498% |
| Returns for 3 years | 59.67 | 21.80 | 274% |
| Returns for 5 years | 52.34 | 9.10 | 575% |
| Returns for 10 years | 142.43 | N/A | - |
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