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UBVVX vs VSMCX
UBVVX vs VSMCX Comparison
Open Charts UBVVX vs VSMCX
UBVVX vs VSMCX Comparison Chart in %
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UBVVX vs. VSMCX commentary
Jul 07, 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 UBVVX is a Buy and VSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMCX has more cash in the bank: 11.3B vs. UBVVX (9.17B). UBVVX pays higher dividends than VSMCX: UBVVX (1.61) vs VSMCX (0.00). UBVVX was incepted earlier than VSMCX: UBVVX (9 years) vs VSMCX (27 years). VSMCX (1.85) is less costly to investors than UBVVX (0.94). VSMCX is a more actively managed with annual turnover of: 52.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than VSMCX: UBVVX (0) vs VSMCX (1000). VSMCX annual gain was more profitable for investors over the last year : 17.08 vs. UBVVX (6.76). UBVVX return over 5 years is better than : 18.84 vs. VSMCX (-3.66).
| UBVVX | VSMCX | UBVVX / VSMCX | |
| Total Expense Ratio | 0.90 | 1.85 | 49% |
| Annual Report Gross Expense Ratio | 0.94 | 1.85 | 51% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 14.405 | 27.149 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 11.3B | 81% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | 6.76 | 17.08 | 40% |
| Returns for 3 years | 24.82 | 32.62 | 76% |
| Returns for 5 years | 18.84 | -3.66 | -515% |
| Returns for 10 years | N/A | 2.65 | - |
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