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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
Jul 28, 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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. UBVTX (9.14B). VSIAX pays higher dividends than UBVTX: VSIAX (1.77) vs UBVTX (1.35). UBVTX was incepted earlier than VSIAX: UBVTX (9 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 : 20.63 vs. UBVTX (6.72). VSIAX return over 5 years is better than : 46.89 vs. UBVTX (17.21).
| 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 | 9 years | 15 years | - |
| Gain YTD | 15.040 | 15.558 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 67.8B | 13% |
| Annual Yield % from dividends | 1.35 | 1.77 | 76% |
| Returns for 1 year | 6.72 | 20.63 | 33% |
| Returns for 3 years | 12.91 | 43.14 | 30% |
| Returns for 5 years | 17.21 | 46.89 | 37% |
| Returns for 10 years | N/A | 132.10 | - |
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