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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
UBVCX vs VSIAX Comparison Chart in %
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VS
VS
UBVCX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. UBVCX (9.02B). VSIAX pays higher dividends than UBVCX: VSIAX (1.76) vs UBVCX (1.04). UBVCX was incepted earlier than VSIAX: UBVCX (22 years) vs VSIAX (15 years). UBVCX (1.84) is less costly to investors than VSIAX (0.07). UBVCX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (25.00). UBVCX has a lower initial minimum investment than VSIAX: UBVCX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 23.87 vs. UBVCX (7.65). VSIAX return over 5 years is better than : 46.42 vs. UBVCX (11.33).
| UBVCX | VSIAX | UBVCX / VSIAX | |
| Total Expense Ratio | 1.74 | 0.07 | 2,486% |
| Annual Report Gross Expense Ratio | 1.84 | 0.07 | 2,629% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 13.640 | 15.756 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 67.8B | 13% |
| Annual Yield % from dividends | 1.04 | 1.76 | 59% |
| Returns for 1 year | 7.65 | 23.87 | 32% |
| Returns for 3 years | 9.15 | 42.87 | 21% |
| Returns for 5 years | 11.33 | 46.42 | 24% |
| Returns for 10 years | 50.01 | 136.29 | 37% |
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