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UBVAX vs VISVX
UBVAX vs VISVX Comparison
Open Charts UBVAX vs VISVX
UBVAX vs VISVX Comparison Chart in %
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UBVAX vs. VISVX 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 UBVAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 65.5B vs. UBVAX (8.74B). VISVX pays higher dividends than UBVAX: VISVX (1.65) vs UBVAX (1.42). 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 : 25.66 vs. UBVAX (8.18). VISVX return over 5 years is better than : 40.73 vs. UBVAX (8.72).
| 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 | 8.565 | 12.701 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 65.5B | 13% |
| Annual Yield % from dividends | 1.42 | 1.65 | 86% |
| Returns for 1 year | 8.18 | 25.66 | 32% |
| Returns for 3 years | 20.58 | 52.71 | 39% |
| Returns for 5 years | 8.72 | 40.73 | 21% |
| Returns for 10 years | 60.36 | 142.30 | 42% |
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