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USVAX vs UVAIX
USVAX vs UVAIX Comparison
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USVAX vs UVAIX Comparison Chart in %
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USVAX vs. UVAIX commentary
Jun 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 USVAX is a Hold and UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX (491M) and UVAIX (491M) have equal amount of cash in the bank . UVAIX (3.24) and USVAX (3.20) have matching dividends . USVAX was incepted earlier than UVAIX: USVAX (36 years) vs UVAIX (6 years). UVAIX (0.61) and USVAX (0.59) have similar cost to investors . USVAX (6.00) and UVAIX (6.00) have comparable annual turnover. USVAX has a lower initial minimum investment than UVAIX: USVAX (3000) vs UVAIX (1000000). UVAIX (8.17) and USVAX (8.14) have marching annual gain over last year. UVAIX (4.34) and USVAX (4.22) have equivalent 5 years return.
| USVAX | UVAIX | USVAX / UVAIX | |
| Total Expense Ratio | 0.58 | 0.53 | 109% |
| Annual Report Gross Expense Ratio | 0.59 | 0.61 | 97% |
| Fund Existence | 36 years | 6 years | - |
| Gain YTD | 2.810 | 2.728 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 491M | 100% |
| Annual Yield % from dividends | 3.20 | 3.24 | 99% |
| Returns for 1 year | 8.14 | 8.17 | 100% |
| Returns for 3 years | 4.68 | 4.72 | 99% |
| Returns for 5 years | 4.22 | 4.34 | 97% |
| Returns for 10 years | 11.22 | N/A | - |
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