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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: 9.17B vs. WPGSX (246M). UBVVX pays higher dividends than WPGSX: UBVVX (1.61) vs WPGSX (1.25). UBVVX was incepted earlier than WPGSX: UBVVX (9 years) vs WPGSX (5 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 : 39.62 vs. UBVVX (7.36).
| 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 | 5 years | - |
| Gain YTD | 14.405 | 30.282 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 246M | 3,726% |
| Annual Yield % from dividends | 1.61 | 1.25 | 130% |
| Returns for 1 year | 7.36 | 39.62 | 19% |
| Returns for 3 years | 23.46 | 27.31 | 86% |
| Returns for 5 years | 16.34 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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