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BRUSX vs UBVVX
BRUSX vs UBVVX Comparison
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BRUSX vs UBVVX Comparison Chart in %
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BRUSX vs. UBVVX commentary
Jun 19, 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: 8.77B vs. BRUSX (93.7M). UBVVX pays higher dividends than BRUSX: UBVVX (1.68) vs BRUSX (0.28). BRUSX was incepted earlier than UBVVX: BRUSX (32 years) vs UBVVX (9 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). BRUSX annual gain was more profitable for investors over the last year : 13.32 vs. UBVVX (8.32). UBVVX return over 5 years is better than : 13.82 vs. BRUSX (-22.84).
| 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 | 9 years | - |
| Gain YTD | 7.659 | 7.906 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.7M | 8.77B | 1% |
| Annual Yield % from dividends | 0.28 | 1.68 | 17% |
| Returns for 1 year | 13.32 | 8.32 | 160% |
| Returns for 3 years | 25.68 | 16.41 | 157% |
| Returns for 5 years | -22.84 | 13.82 | -165% |
| Returns for 10 years | 41.26 | N/A | - |
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