Interact to see
Advertisement
Advertisement
BRUSX vs UBVVX
BRUSX vs UBVVX Comparison
Open Charts BRUSX vs UBVVX
BRUSX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUSX vs. UBVVX commentary
Sep 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 BRUSX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. BRUSX (93.3M). UBVVX pays higher dividends than BRUSX: UBVVX (1.59) vs BRUSX (0.28). BRUSX was incepted earlier than UBVVX: BRUSX (32 years) vs UBVVX (10 years). BRUSX (1.21) is less costly to investors than UBVVX (0.94). BRUSX is a more actively managed with annual turnover of: 65.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than BRUSX: UBVVX (0) vs BRUSX (2000). UBVVX annual gain was more profitable for investors over the last year : -0.18 vs. BRUSX (-2.14). UBVVX return over 5 years is better than : 15.59 vs. BRUSX (-20.67).
| BRUSX | UBVVX | BRUSX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 7.972 | 10.400 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 8.48B | 1% |
| Annual Yield % from dividends | 0.28 | 1.59 | 18% |
| Returns for 1 year | -2.14 | -0.18 | 1,191% |
| Returns for 3 years | 33.19 | 17.88 | 186% |
| Returns for 5 years | -20.67 | 15.59 | -133% |
| Returns for 10 years | 39.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers