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
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 65.5B vs. UBVSX (8.79B). VISVX (1.65) and UBVSX (1.59) have matching dividends . 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 : 24.20 vs. UBVSX (7.10). VISVX return over 5 years is better than : 34.41 vs. UBVSX (4.54).
| 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 | 7.102 | 10.730 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 65.5B | 13% |
| Annual Yield % from dividends | 1.59 | 1.65 | 96% |
| Returns for 1 year | 7.10 | 24.20 | 29% |
| Returns for 3 years | 16.18 | 48.32 | 33% |
| Returns for 5 years | 4.54 | 34.41 | 13% |
| Returns for 10 years | 53.92 | 127.24 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers