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UBVCX vs VSIIX
UBVCX vs VSIIX Comparison
Open Charts UBVCX vs VSIIX
UBVCX vs VSIIX Comparison Chart in %
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VS
VS
UBVCX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 67.8B vs. UBVCX (9.02B). VSIIX pays higher dividends than UBVCX: VSIIX (1.77) vs UBVCX (1.04). UBVCX was incepted earlier than VSIIX: UBVCX (22 years) vs VSIIX (27 years). UBVCX (1.84) is less costly to investors than VSIIX (0.05). UBVCX is a more actively managed with annual turnover of: 35.00 vs. VSIIX (25.00). UBVCX has a lower initial minimum investment than VSIIX: UBVCX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 23.87 vs. UBVCX (7.65). VSIIX return over 5 years is better than : 46.42 vs. UBVCX (11.33).
| UBVCX | VSIIX | UBVCX / VSIIX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.84 | 0.05 | 3,680% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 13.640 | 15.746 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 67.8B | 13% |
| Annual Yield % from dividends | 1.04 | 1.77 | 59% |
| Returns for 1 year | 7.65 | 23.87 | 32% |
| Returns for 3 years | 9.15 | 42.89 | 21% |
| Returns for 5 years | 11.33 | 46.42 | 24% |
| Returns for 10 years | 50.01 | 136.31 | 37% |
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