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
Aug 03, 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: 9.02B vs. BRUSX (95.6M). UBVVX pays higher dividends than BRUSX: UBVVX (1.59) 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 : 10.56 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. BRUSX (-21.01).
| 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 | 9.322 | 14.187 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 9.02B | 1% |
| Annual Yield % from dividends | 0.28 | 1.59 | 18% |
| Returns for 1 year | 10.56 | 9.60 | 110% |
| Returns for 3 years | 22.02 | 14.27 | 154% |
| Returns for 5 years | -21.01 | 18.82 | -112% |
| Returns for 10 years | 40.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers