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TVSVX vs UBVVX
TVSVX vs UBVVX Comparison
Open Charts TVSVX vs UBVVX
TVSVX vs UBVVX Comparison Chart in %
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TVSVX 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 TVSVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. TVSVX (203M). UBVVX pays higher dividends than TVSVX: UBVVX (1.68) vs TVSVX (0.00). TVSVX was incepted earlier than UBVVX: TVSVX (16 years) vs UBVVX (9 years). TVSVX (1.51) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TVSVX (15.00). UBVVX has a lower initial minimum investment than TVSVX: UBVVX (0) vs TVSVX (2500). TVSVX annual gain was more profitable for investors over the last year : 26.55 vs. UBVVX (6.87). TVSVX return over 5 years is better than : 9.78 vs. UBVVX (9.10).
| TVSVX | UBVVX | TVSVX / UBVVX | |
| Total Expense Ratio | 1.44 | 0.90 | 160% |
| Annual Report Gross Expense Ratio | 1.51 | 0.94 | 161% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 16.263 | 8.098 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 8.74B | 2% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 26.55 | 6.87 | 386% |
| Returns for 3 years | 20.21 | 21.80 | 93% |
| Returns for 5 years | 9.78 | 9.10 | 107% |
| Returns for 10 years | 18.94 | N/A | - |
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