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BRSIX vs UBVVX
BRSIX vs UBVVX Comparison
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BRSIX vs UBVVX Comparison Chart in %
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BRSIX vs. UBVVX commentary
Jun 13, 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 BRSIX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.82B vs. BRSIX (139M). UBVVX pays higher dividends than BRSIX: UBVVX (1.68) vs BRSIX (0.86). BRSIX was incepted earlier than UBVVX: BRSIX (29 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than BRSIX (0.83). BRSIX is a more actively managed with annual turnover of: 39.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than BRSIX: UBVVX (0) vs BRSIX (2000). BRSIX annual gain was more profitable for investors over the last year : 46.74 vs. UBVVX (5.62). UBVVX return over 5 years is better than : 6.61 vs. BRSIX (-8.01).
| BRSIX | UBVVX | BRSIX / UBVVX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 0.94 | 88% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 13.867 | 7.804 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 8.82B | 2% |
| Annual Yield % from dividends | 0.86 | 1.68 | 51% |
| Returns for 1 year | 46.74 | 5.62 | 831% |
| Returns for 3 years | 66.07 | 16.63 | 397% |
| Returns for 5 years | -8.01 | 6.61 | -121% |
| Returns for 10 years | 48.58 | N/A | - |
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