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UBVVX vs WPGSX
UBVVX vs WPGSX Comparison
Open Charts UBVVX vs WPGSX
UBVVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.99B vs. WPGSX (245M). UBVVX pays higher dividends than WPGSX: UBVVX (1.68) vs WPGSX (1.33). UBVVX was incepted earlier than WPGSX: UBVVX (9 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than UBVVX (0.94). WPGSX is a more actively managed with annual turnover of: 155.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than WPGSX: UBVVX (0) vs WPGSX (100000). WPGSX annual gain was more profitable for investors over the last year : 46.03 vs. UBVVX (8.57).
| UBVVX | WPGSX | UBVVX / WPGSX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.13 | 83% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 10.400 | 30.194 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 245M | 3,669% |
| Annual Yield % from dividends | 1.68 | 1.33 | 127% |
| Returns for 1 year | 8.57 | 46.03 | 19% |
| Returns for 3 years | 18.08 | 29.51 | 61% |
| Returns for 5 years | 9.18 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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