Interact to see
Advertisement
Advertisement
UBVVX vs WSMVX
UBVVX vs WSMVX Comparison
Open Charts UBVVX vs WSMVX
UBVVX vs WSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVVX vs. WSMVX 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. WSMVX (24.1M). UBVVX pays higher dividends than WSMVX: UBVVX (1.59) vs WSMVX (0.87). UBVVX was incepted earlier than WSMVX: UBVVX (10 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 : 13.77 vs. UBVVX (-0.18). WSMVX return over 5 years is better than : 24.06 vs. UBVVX (15.59).
| UBVVX | WSMVX | UBVVX / WSMVX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.77 | 53% |
| Fund Existence | 10 years | 30 years | - |
| Gain YTD | 10.400 | 23.003 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 24.1M | 35,199% |
| Annual Yield % from dividends | 1.59 | 0.87 | 182% |
| Returns for 1 year | -0.18 | 13.77 | -1% |
| Returns for 3 years | 17.88 | 34.94 | 51% |
| Returns for 5 years | 15.59 | 24.06 | 65% |
| Returns for 10 years | N/A | 51.29 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement