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BSCRX vs UBVVX
BSCRX vs UBVVX Comparison
Open Charts BSCRX vs UBVVX
BSCRX vs UBVVX Comparison Chart in %
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BSCRX vs. UBVVX commentary
Aug 23, 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 BSCRX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. BSCRX (735M). UBVVX pays higher dividends than BSCRX: UBVVX (1.59) vs BSCRX (0.65). BSCRX was incepted earlier than UBVVX: BSCRX (9 years) vs UBVVX (9 years). BSCRX (1.05) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. BSCRX (30.28). UBVVX has a lower initial minimum investment than BSCRX: UBVVX (0) vs BSCRX (1000000). BSCRX annual gain was more profitable for investors over the last year : 33.59 vs. UBVVX (8.29). BSCRX return over 5 years is better than : 99.01 vs. UBVVX (20.79).
| BSCRX | UBVVX | BSCRX / UBVVX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 1.05 | 0.94 | 112% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 23.772 | 15.773 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 9.03B | 8% |
| Annual Yield % from dividends | 0.65 | 1.59 | 41% |
| Returns for 1 year | 33.59 | 8.29 | 405% |
| Returns for 3 years | 87.83 | 24.31 | 361% |
| Returns for 5 years | 99.01 | 20.79 | 476% |
| Returns for 10 years | N/A | N/A | - |
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