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UBVUX vs UBVVX
UBVUX vs UBVVX Comparison
Open Charts UBVUX vs UBVVX
UBVUX vs UBVVX Comparison Chart in %
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UBVUX vs. UBVVX commentary
Sep 03, 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 UBVUX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX (8.83B) and UBVVX (8.77B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVUX: UBVVX (1.59) vs UBVUX (1.49). UBVUX was incepted earlier than UBVVX: UBVUX (10 years) vs UBVVX (10 years). UBVUX (1.10) is less costly to investors than UBVVX (0.94). UBVUX (35.00) and UBVVX (35.00) have comparable annual turnover. UBVUX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 3.40 vs. UBVUX (2.92). UBVVX return over 5 years is better than : 14.27 vs. UBVUX (13.39).
| UBVUX | UBVVX | UBVUX / UBVVX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.10 | 0.94 | 117% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 13.738 | 13.100 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.83B | 8.77B | 101% |
| Annual Yield % from dividends | 1.49 | 1.59 | 93% |
| Returns for 1 year | 2.92 | 3.40 | 86% |
| Returns for 3 years | 16.83 | 16.75 | 100% |
| Returns for 5 years | 13.39 | 14.27 | 94% |
| Returns for 10 years | N/A | N/A | - |
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