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UBVRX vs VSIAX
UBVRX vs VSIAX Comparison
Open Charts UBVRX vs VSIAX
UBVRX vs VSIAX Comparison Chart in %
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UBVRX 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 UBVRX is a Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. UBVRX (9.02B). VSIAX pays higher dividends than UBVRX: VSIAX (1.76) vs UBVRX (1.13). UBVRX was incepted earlier than VSIAX: UBVRX (13 years) vs VSIAX (15 years). UBVRX (1.62) is less costly to investors than VSIAX (0.07). UBVRX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (25.00). UBVRX has a lower initial minimum investment than VSIAX: UBVRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 23.87 vs. UBVRX (8.44). VSIAX return over 5 years is better than : 46.42 vs. UBVRX (14.22).
| UBVRX | VSIAX | UBVRX / VSIAX | |
| Total Expense Ratio | 1.55 | 0.07 | 2,214% |
| Annual Report Gross Expense Ratio | 1.62 | 0.07 | 2,314% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 13.763 | 15.756 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 67.8B | 13% |
| Annual Yield % from dividends | 1.13 | 1.76 | 64% |
| Returns for 1 year | 8.44 | 23.87 | 35% |
| Returns for 3 years | 11.10 | 42.87 | 26% |
| Returns for 5 years | 14.22 | 46.42 | 31% |
| Returns for 10 years | 57.27 | 136.29 | 42% |
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