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UBVUX vs VSIAX
UBVUX vs VSIAX Comparison
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UBVUX vs VSIAX Comparison Chart in %
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UBVUX vs. VSIAX commentary
Jul 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 UBVUX is a Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. UBVUX (9.04B). VSIAX pays higher dividends than UBVUX: VSIAX (1.77) vs UBVUX (1.51). UBVUX was incepted earlier than VSIAX: UBVUX (9 years) vs VSIAX (15 years). UBVUX (1.10) is less costly to investors than VSIAX (0.07). UBVUX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (25.00). UBVUX has a lower initial minimum investment than VSIAX: UBVUX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 20.77 vs. UBVUX (5.45). VSIAX return over 5 years is better than : 45.95 vs. UBVUX (17.44).
| UBVUX | VSIAX | UBVUX / VSIAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.10 | 0.07 | 1,571% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 13.184 | 14.489 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 67.8B | 13% |
| Annual Yield % from dividends | 1.51 | 1.77 | 85% |
| Returns for 1 year | 5.45 | 20.77 | 26% |
| Returns for 3 years | 19.44 | 45.87 | 42% |
| Returns for 5 years | 17.44 | 45.95 | 38% |
| Returns for 10 years | N/A | 131.96 | - |
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