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UBVUX vs VISVX
UBVUX vs VISVX Comparison
Open Charts UBVUX vs VISVX
UBVUX vs VISVX Comparison Chart in %
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UBVUX vs. VISVX commentary
Aug 11, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 68.3B vs. UBVUX (9.14B). VISVX pays higher dividends than UBVUX: VISVX (1.65) vs UBVUX (1.48). UBVUX was incepted earlier than VISVX: UBVUX (9 years) vs VISVX (28 years). UBVUX (1.10) is less costly to investors than VISVX (0.19). UBVUX is a more actively managed with annual turnover of: 35.00 vs. VISVX (25.00). UBVUX (0) and VISVX (0) have matching initial minimum investment requirements. VISVX annual gain was more profitable for investors over the last year : 26.49 vs. UBVUX (11.79). VISVX return over 5 years is better than : 45.79 vs. UBVUX (15.84).
| UBVUX | VISVX | UBVUX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 16.396 | 18.197 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 68.3B | 13% |
| Annual Yield % from dividends | 1.48 | 1.65 | 90% |
| Returns for 1 year | 11.79 | 26.49 | 45% |
| Returns for 3 years | 17.67 | 48.62 | 36% |
| Returns for 5 years | 15.84 | 45.79 | 35% |
| Returns for 10 years | N/A | 136.72 | - |
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