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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. WPGTX (37.3M). UBVVX pays higher dividends than WPGTX: UBVVX (1.59) vs WPGTX (0.65). UBVVX was incepted earlier than WPGTX: UBVVX (10 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 (1000000). WPGTX annual gain was more profitable for investors over the last year : 11.31 vs. UBVVX (-0.18). WPGTX return over 5 years is better than : 23.22 vs. UBVVX (15.59).
| UBVVX | WPGTX | UBVVX / WPGTX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.21 | 78% |
| Fund Existence | 10 years | 54 years | - |
| Gain YTD | 10.400 | 19.809 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 37.3M | 22,743% |
| Annual Yield % from dividends | 1.59 | 0.65 | 247% |
| Returns for 1 year | -0.18 | 11.31 | -2% |
| Returns for 3 years | 17.88 | 25.51 | 70% |
| Returns for 5 years | 15.59 | 23.22 | 67% |
| Returns for 10 years | N/A | 57.02 | - |
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