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UBVTX vs VISVX
UBVTX vs VISVX Comparison
Open Charts UBVTX vs VISVX
UBVTX vs VISVX Comparison Chart in %
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UBVTX vs. VISVX commentary
Sep 13, 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 UBVTX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 68.2B vs. UBVTX (8.48B). VISVX pays higher dividends than UBVTX: VISVX (1.64) vs UBVTX (1.34). UBVTX was incepted earlier than VISVX: UBVTX (10 years) vs VISVX (28 years). UBVTX (1.35) is less costly to investors than VISVX (0.19). UBVTX is a more actively managed with annual turnover of: 35.00 vs. VISVX (25.00). UBVTX (0) and VISVX (0) have matching initial minimum investment requirements. VISVX annual gain was more profitable for investors over the last year : 13.61 vs. UBVTX (-0.95). VISVX return over 5 years is better than : 44.27 vs. UBVTX (12.32).
| UBVTX | VISVX | UBVTX / VISVX | |
| Total Expense Ratio | 1.30 | 0.19 | 684% |
| Annual Report Gross Expense Ratio | 1.35 | 0.19 | 711% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 10.094 | 13.639 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 68.2B | 12% |
| Annual Yield % from dividends | 1.34 | 1.64 | 81% |
| Returns for 1 year | -0.95 | 13.61 | -7% |
| Returns for 3 years | 15.53 | 48.24 | 32% |
| Returns for 5 years | 12.32 | 44.27 | 28% |
| Returns for 10 years | N/A | 132.33 | - |
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