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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMCX has more cash in the bank: 11.6B vs. UBVVX (9.03B). UBVVX pays higher dividends than VSMCX: UBVVX (1.59) 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: 79.00 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 : 16.25 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. VSMCX (1.46).
| 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 | 15.773 | 26.730 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 11.6B | 78% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 8.29 | 16.25 | 51% |
| Returns for 3 years | 24.31 | 27.74 | 88% |
| Returns for 5 years | 20.79 | 1.46 | 1,420% |
| Returns for 10 years | N/A | -5.54 | - |
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