Interact to see
Advertisement
Advertisement
UBVSX vs VISVX
UBVSX vs VISVX Comparison
Open Charts UBVSX vs VISVX
UBVSX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVSX vs. VISVX 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 UBVSX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 67.8B vs. UBVSX (9.02B). VISVX pays higher dividends than UBVSX: VISVX (1.65) vs UBVSX (1.50). UBVSX was incepted earlier than VISVX: UBVSX (13 years) vs VISVX (28 years). UBVSX (1.09) is less costly to investors than VISVX (0.19). UBVSX is a more actively managed with annual turnover of: 35.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than UBVSX: VISVX (0) vs UBVSX (1000000). VISVX annual gain was more profitable for investors over the last year : 23.82 vs. UBVSX (9.46). VISVX return over 5 years is better than : 46.24 vs. UBVSX (18.25).
| UBVSX | VISVX | UBVSX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.09 | 0.19 | 574% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 14.128 | 15.731 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 67.8B | 13% |
| Annual Yield % from dividends | 1.50 | 1.65 | 91% |
| Returns for 1 year | 9.46 | 23.82 | 40% |
| Returns for 3 years | 13.88 | 42.73 | 32% |
| Returns for 5 years | 18.25 | 46.24 | 39% |
| Returns for 10 years | 67.60 | 135.70 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARALX | 17.56 | 0.24 | +1.39% |
| Aristotle Core Equity A | |||
| GLPIX | 43.78 | 0.33 | +0.76% |
| Goldman Sachs MLP Energy Infras Inv | |||
| JBATX | 32.18 | 0.23 | +0.72% |
| JHancock Balanced R2 | |||
| FSMCX | 18.28 | 0.11 | +0.61% |
| Tributary Small/Mid Cap Institutional | |||
| TRDIX | 10.39 | -0.06 | -0.57% |
| Transamerica Sustainable Equity Inc I2 | |||