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BSCMX vs UBVVX
BSCMX vs UBVVX Comparison
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BSCMX vs UBVVX Comparison Chart in %
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BSCMX vs. UBVVX commentary
Aug 11, 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 BSCMX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.14B vs. BSCMX (729M). UBVVX pays higher dividends than BSCMX: UBVVX (1.59) vs BSCMX (0.52). BSCMX was incepted earlier than UBVVX: BSCMX (9 years) vs UBVVX (9 years). BSCMX (0.99) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. BSCMX (30.28). UBVVX has a lower initial minimum investment than BSCMX: UBVVX (0) vs BSCMX (100000). BSCMX annual gain was more profitable for investors over the last year : 40.01 vs. UBVVX (12.04). BSCMX return over 5 years is better than : 93.70 vs. UBVVX (16.86).
| BSCMX | UBVVX | BSCMX / UBVVX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 0.94 | 105% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 24.223 | 16.502 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 9.14B | 8% |
| Annual Yield % from dividends | 0.52 | 1.59 | 33% |
| Returns for 1 year | 40.01 | 12.04 | 332% |
| Returns for 3 years | 83.48 | 18.38 | 454% |
| Returns for 5 years | 93.70 | 16.86 | 556% |
| Returns for 10 years | N/A | N/A | - |
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