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UBVLX vs VSIAX
UBVLX vs VSIAX Comparison
Open Charts UBVLX vs VSIAX
UBVLX vs VSIAX Comparison Chart in %
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VS
UBVLX vs. VSIAX commentary
Jul 25, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. UBVLX (9.02B). VSIAX pays higher dividends than UBVLX: VSIAX (1.77) vs UBVLX (1.61). UBVLX was incepted earlier than VSIAX: UBVLX (28 years) vs VSIAX (15 years). UBVLX (0.94) is less costly to investors than VSIAX (0.07). UBVLX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (25.00). VSIAX has a lower initial minimum investment than UBVLX: VSIAX (3000) vs UBVLX (3000000). VSIAX annual gain was more profitable for investors over the last year : 20.21 vs. UBVLX (6.64). VSIAX return over 5 years is better than : 46.58 vs. UBVLX (21.23).
| UBVLX | VSIAX | UBVLX / VSIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 13.744 | 14.555 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 67.8B | 13% |
| Annual Yield % from dividends | 1.61 | 1.77 | 91% |
| Returns for 1 year | 6.64 | 20.21 | 33% |
| Returns for 3 years | 15.12 | 42.68 | 35% |
| Returns for 5 years | 21.23 | 46.58 | 46% |
| Returns for 10 years | 65.93 | 130.37 | 51% |
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