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UBVVX vs WSMVX
UBVVX vs WSMVX Comparison
Open Charts UBVVX vs WSMVX
UBVVX vs WSMVX Comparison Chart in %
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UBVVX vs. WSMVX 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 WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. WSMVX (25.5M). UBVVX pays higher dividends than WSMVX: UBVVX (1.59) vs WSMVX (0.87). UBVVX was incepted earlier than WSMVX: UBVVX (9 years) vs WSMVX (30 years). WSMVX (1.77) is less costly to investors than UBVVX (0.94). WSMVX is a more actively managed with annual turnover of: 63.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than WSMVX: UBVVX (0) vs WSMVX (250000). WSMVX annual gain was more profitable for investors over the last year : 24.20 vs. UBVVX (8.29). WSMVX return over 5 years is better than : 28.74 vs. UBVVX (20.79).
| UBVVX | WSMVX | UBVVX / WSMVX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.77 | 53% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 15.773 | 27.074 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 25.5M | 35,392% |
| Annual Yield % from dividends | 1.59 | 0.87 | 182% |
| Returns for 1 year | 8.29 | 24.20 | 34% |
| Returns for 3 years | 24.31 | 39.63 | 61% |
| Returns for 5 years | 20.79 | 28.74 | 72% |
| Returns for 10 years | N/A | 51.66 | - |
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