Interact to see
Advertisement
Advertisement
UVABX vs UVAIX
UVABX vs UVAIX Comparison
Open Charts UVABX vs UVAIX
UVABX vs UVAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UVABX 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 UVABX is a Hold and UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVABX (491M) and UVAIX (491M) have equal amount of cash in the bank . UVAIX pays higher dividends than UVABX: UVAIX (3.24) vs UVABX (2.97). UVABX was incepted earlier than UVAIX: UVABX (16 years) vs UVAIX (6 years). UVABX (0.91) is less costly to investors than UVAIX (0.61). UVABX (6.00) and UVAIX (6.00) have comparable annual turnover. UVABX has a lower initial minimum investment than UVAIX: UVABX (2500) vs UVAIX (1000000). UVAIX (8.07) and UVABX (7.78) have marching annual gain over last year. UVAIX return over 5 years is better than : 4.61 vs. UVABX (3.19).
| UVABX | UVAIX | UVABX / UVAIX | |
| Total Expense Ratio | 0.80 | 0.53 | 151% |
| Annual Report Gross Expense Ratio | 0.91 | 0.61 | 149% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 2.611 | 2.728 | 96% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 491M | 100% |
| Annual Yield % from dividends | 2.97 | 3.24 | 92% |
| Returns for 1 year | 7.78 | 8.07 | 96% |
| Returns for 3 years | 10.94 | 11.84 | 92% |
| Returns for 5 years | 3.19 | 4.61 | 69% |
| Returns for 10 years | 8.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers