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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
Jun 14, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 65.5B vs. UBVTX (8.99B). VSIAX pays higher dividends than UBVTX: VSIAX (1.76) vs UBVTX (1.41). 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 : 26.04 vs. UBVTX (7.72). VSIAX return over 5 years is better than : 37.56 vs. UBVTX (6.08).
| 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 | 10.202 | 14.106 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 65.5B | 14% |
| Annual Yield % from dividends | 1.41 | 1.76 | 80% |
| Returns for 1 year | 7.72 | 26.04 | 30% |
| Returns for 3 years | 15.72 | 49.25 | 32% |
| Returns for 5 years | 6.08 | 37.56 | 16% |
| Returns for 10 years | N/A | 142.49 | - |
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