Interact to see
Advertisement
Advertisement
UBVCX vs VSIIX
UBVCX vs VSIIX Comparison
Open Charts UBVCX vs VSIIX
UBVCX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVCX vs. VSIIX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 68.2B vs. UBVCX (8.47B). 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 : 14.87 vs. UBVCX (-0.75). VSIIX return over 5 years is better than : 43.41 vs. UBVCX (8.32).
| 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 | 9.277 | 13.007 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 68.2B | 12% |
| Annual Yield % from dividends | 1.04 | 1.77 | 59% |
| Returns for 1 year | -0.75 | 14.87 | -5% |
| Returns for 3 years | 12.71 | 47.97 | 26% |
| Returns for 5 years | 8.32 | 43.41 | 19% |
| Returns for 10 years | 41.11 | 130.02 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement