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UBVCX vs UBVVX
UBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVX
UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Jun 03, 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 UBVCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVCX (8.91B) and UBVVX (8.91B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.68) vs UBVCX (1.10). UBVCX was incepted earlier than UBVVX: UBVCX (22 years) vs UBVVX (9 years). UBVCX (1.84) is less costly to investors than UBVVX (0.94). UBVCX (35.00) and UBVVX (35.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVCX: UBVVX (0) vs UBVCX (1000). UBVVX annual gain was more profitable for investors over the last year : 7.97 vs. UBVCX (6.03). UBVVX return over 5 years is better than : 4.89 vs. UBVCX (-1.73).
| UBVCX | UBVVX | UBVCX / UBVVX | |
| Total Expense Ratio | 1.74 | 0.90 | 193% |
| Annual Report Gross Expense Ratio | 1.84 | 0.94 | 196% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 6.558 | 6.934 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 8.91B | 100% |
| Annual Yield % from dividends | 1.10 | 1.68 | 65% |
| Returns for 1 year | 6.03 | 7.97 | 76% |
| Returns for 3 years | 12.95 | 18.26 | 71% |
| Returns for 5 years | -1.73 | 4.89 | -35% |
| Returns for 10 years | 39.76 | N/A | - |
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