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UBVCX vs UBVVX
UBVCX vs UBVVX Comparison
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UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Aug 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 (9.02B) and UBVVX (9.02B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.59) vs UBVCX (1.04). 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 : 9.60 vs. UBVCX (7.65). UBVVX return over 5 years is better than : 18.82 vs. UBVCX (11.33).
| 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 | 13.640 | 14.187 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 9.02B | 100% |
| Annual Yield % from dividends | 1.04 | 1.59 | 65% |
| Returns for 1 year | 7.65 | 9.60 | 80% |
| Returns for 3 years | 9.15 | 14.27 | 64% |
| Returns for 5 years | 11.33 | 18.82 | 60% |
| Returns for 10 years | 50.01 | N/A | - |
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