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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
Jul 05, 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 Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 65.5B vs. UBVTX (9.17B). VISVX pays higher dividends than UBVTX: VISVX (1.66) vs UBVTX (1.35). UBVTX was incepted earlier than VISVX: UBVTX (9 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 : 21.74 vs. UBVTX (6.52). VISVX return over 5 years is better than : 42.45 vs. UBVTX (13.04).
| UBVTX | VISVX | UBVTX / VISVX | |
| Total Expense Ratio | 1.30 | 0.19 | 684% |
| Annual Report Gross Expense Ratio | 1.35 | 0.19 | 711% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 14.164 | 15.099 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 65.5B | 14% |
| Annual Yield % from dividends | 1.35 | 1.66 | 82% |
| Returns for 1 year | 6.52 | 21.74 | 30% |
| Returns for 3 years | 20.99 | 48.46 | 43% |
| Returns for 5 years | 13.04 | 42.45 | 31% |
| Returns for 10 years | N/A | 140.61 | - |
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