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UVAIX vs WTCOX
UVAIX vs WTCOX Comparison
Open Charts UVAIX vs WTCOX
Victory VA Bond Institutional
Price$10.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill ColoradoTaxFr Ret
Price$10.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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UVAIX vs WTCOX Comparison Chart
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UVAIX vs. WTCOX commentary
Oct 18, 2024
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 UVAIX is a Hold and WTCOX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 527M vs. WTCOX (332M). WTCOX (3.23) and UVAIX (3.15) have matching dividends . UVAIX was incepted earlier than WTCOX: UVAIX (4 years) vs WTCOX (33 years). WTCOX is a more actively managed with annual turnover of: 48.00 vs. UVAIX (14.00). WTCOX has a lower initial minimum investment than UVAIX: WTCOX (2500) vs UVAIX (1000000). UVAIX annual gain was more profitable for investors over the last year : 13.90 vs. WTCOX (9.54).
| UVAIX | WTCOX | UVAIX / WTCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 2.796 | 2.564 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 332M | 159% |
| Annual Yield % from dividends | 3.15 | 3.23 | 98% |
| Returns for 1 year | 13.90 | 9.54 | 146% |
| Returns for 3 years | -0.25 | -2.87 | 9% |
| Returns for 5 years | N/A | 3.44 | - |
| Returns for 10 years | N/A | 19.99 | - |
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