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UBVVX vs WPGTX
UBVVX vs WPGTX Comparison
Open Charts UBVVX vs WPGTX
UBVVX vs WPGTX Comparison Chart in %
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UBVVX vs. WPGTX 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. WPGTX (37.6M). UBVVX pays higher dividends than WPGTX: UBVVX (1.59) vs WPGTX (0.66). UBVVX was incepted earlier than WPGTX: UBVVX (9 years) vs WPGTX (54 years). WPGTX (1.21) is less costly to investors than UBVVX (0.94). WPGTX is a more actively managed with annual turnover of: 92.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than WPGTX: UBVVX (0) vs WPGTX (100000). WPGTX annual gain was more profitable for investors over the last year : 17.93 vs. UBVVX (7.32). WPGTX return over 5 years is better than : 27.30 vs. UBVVX (20.04).
| UBVVX | WPGTX | UBVVX / WPGTX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.21 | 78% |
| Fund Existence | 9 years | 54 years | - |
| Gain YTD | 15.057 | 21.030 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 37.6M | 23,867% |
| Annual Yield % from dividends | 1.59 | 0.66 | 242% |
| Returns for 1 year | 7.32 | 17.93 | 41% |
| Returns for 3 years | 22.28 | 26.11 | 85% |
| Returns for 5 years | 20.04 | 27.30 | 73% |
| Returns for 10 years | N/A | 56.05 | - |
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