Interact to see
Advertisement
Advertisement
UBVAX vs VISVX
UBVAX vs VISVX Comparison
Open Charts UBVAX vs VISVX
UBVAX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVAX vs. VISVX 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 UBVAX is a Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 67.8B vs. UBVAX (9.04B). VISVX pays higher dividends than UBVAX: VISVX (1.66) vs UBVAX (1.37). UBVAX was incepted earlier than VISVX: UBVAX (22 years) vs VISVX (28 years). UBVAX (1.34) is less costly to investors than VISVX (0.19). UBVAX is a more actively managed with annual turnover of: 35.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than UBVAX: VISVX (0) vs UBVAX (1000). VISVX annual gain was more profitable for investors over the last year : 20.72 vs. UBVAX (5.02). VISVX return over 5 years is better than : 45.78 vs. UBVAX (15.76).
| UBVAX | VISVX | UBVAX / VISVX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.34 | 0.19 | 705% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 13.066 | 14.468 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 67.8B | 13% |
| Annual Yield % from dividends | 1.37 | 1.66 | 82% |
| Returns for 1 year | 5.02 | 20.72 | 24% |
| Returns for 3 years | 18.24 | 45.71 | 40% |
| Returns for 5 years | 15.76 | 45.78 | 34% |
| Returns for 10 years | 58.86 | 131.35 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers