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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
Jun 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. BSCRX (567M). UBVVX pays higher dividends than BSCRX: UBVVX (1.68) vs BSCRX (0.59). BSCRX was incepted earlier than UBVVX: BSCRX (8 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 (22.02). 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 : 38.38 vs. UBVVX (7.97). BSCRX return over 5 years is better than : 83.92 vs. UBVVX (4.89).
| BSCRX | UBVVX | BSCRX / UBVVX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 1.05 | 0.94 | 112% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 15.804 | 6.934 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 8.91B | 6% |
| Annual Yield % from dividends | 0.59 | 1.68 | 35% |
| Returns for 1 year | 38.38 | 7.97 | 481% |
| Returns for 3 years | 82.81 | 18.26 | 454% |
| Returns for 5 years | 83.92 | 4.89 | 1,715% |
| Returns for 10 years | N/A | N/A | - |
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