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UBVSX vs VISVX
UBVSX vs VISVX Comparison
Open Charts UBVSX vs VISVX
UBVSX vs VISVX Comparison Chart in %
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UBVSX vs. VISVX commentary
Jul 04, 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 Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 65.5B vs. UBVSX (9.17B). VISVX pays higher dividends than UBVSX: VISVX (1.66) vs UBVSX (1.53). 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 : 21.74 vs. UBVSX (7.23). VISVX return over 5 years is better than : 42.45 vs. UBVSX (15.78).
| 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 | 14.359 | 15.099 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 65.5B | 14% |
| Annual Yield % from dividends | 1.53 | 1.66 | 92% |
| Returns for 1 year | 7.23 | 21.74 | 33% |
| Returns for 3 years | 23.04 | 48.46 | 48% |
| Returns for 5 years | 15.78 | 42.45 | 37% |
| Returns for 10 years | 71.38 | 140.61 | 51% |
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