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UBVTX vs VSIAX
UBVTX vs VSIAX Comparison
Open Charts UBVTX vs VSIAX
UBVTX vs VSIAX Comparison Chart in %
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UBVTX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 68.2B vs. UBVTX (8.48B). VSIAX pays higher dividends than UBVTX: VSIAX (1.75) vs UBVTX (1.34). UBVTX was incepted earlier than VSIAX: UBVTX (10 years) vs VSIAX (15 years). UBVTX (1.35) is less costly to investors than VSIAX (0.07). UBVTX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (25.00). UBVTX has a lower initial minimum investment than VSIAX: UBVTX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 13.62 vs. UBVTX (-0.95). VSIAX return over 5 years is better than : 44.40 vs. UBVTX (12.32).
| UBVTX | VSIAX | UBVTX / VSIAX | |
| Total Expense Ratio | 1.30 | 0.07 | 1,857% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 10.094 | 13.663 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 68.2B | 12% |
| Annual Yield % from dividends | 1.34 | 1.75 | 76% |
| Returns for 1 year | -0.95 | 13.62 | -7% |
| Returns for 3 years | 15.53 | 48.36 | 32% |
| Returns for 5 years | 12.32 | 44.40 | 28% |
| Returns for 10 years | N/A | 132.86 | - |
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