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UBVLX vs VISVX
UBVLX vs VISVX Comparison
Open Charts UBVLX vs VISVX
UBVLX vs VISVX Comparison Chart in %
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UBVLX vs. VISVX commentary
Sep 19, 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 UBVLX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 68.2B vs. UBVLX (8.47B). VISVX (1.64) and UBVLX (1.59) have matching dividends . UBVLX was incepted earlier than VISVX: UBVLX (28 years) vs VISVX (28 years). UBVLX (0.94) is less costly to investors than VISVX (0.19). UBVLX is a more actively managed with annual turnover of: 35.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than UBVLX: VISVX (0) vs UBVLX (3000000). VISVX annual gain was more profitable for investors over the last year : 13.67 vs. UBVLX (-0.19). VISVX return over 5 years is better than : 43.74 vs. UBVLX (15.64).
| UBVLX | VISVX | UBVLX / VISVX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 9.925 | 13.363 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 68.2B | 12% |
| Annual Yield % from dividends | 1.59 | 1.64 | 97% |
| Returns for 1 year | -0.19 | 13.67 | -1% |
| Returns for 3 years | 18.41 | 48.60 | 38% |
| Returns for 5 years | 15.64 | 43.74 | 36% |
| Returns for 10 years | 60.33 | 131.35 | 46% |
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