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CCTRX vs UBVVX
CCTRX vs UBVVX Comparison
Open Charts CCTRX vs UBVVX
CCTRX vs UBVVX Comparison Chart in %
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CCTRX 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 CCTRX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. CCTRX (918M). UBVVX pays higher dividends than CCTRX: UBVVX (1.59) vs CCTRX (0.34). CCTRX was incepted earlier than UBVVX: CCTRX (21 years) vs UBVVX (9 years). CCTRX (1.62) is less costly to investors than UBVVX (0.94). CCTRX is a more actively managed with annual turnover of: 115.00 vs. UBVVX (35.00). CCTRX (0) and UBVVX (0) have matching initial minimum investment requirements. CCTRX annual gain was more profitable for investors over the last year : 11.74 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. CCTRX (-19.04).
| CCTRX | UBVVX | CCTRX / UBVVX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.62 | 0.94 | 172% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 18.449 | 15.773 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 9.03B | 10% |
| Annual Yield % from dividends | 0.34 | 1.59 | 22% |
| Returns for 1 year | 11.74 | 8.29 | 142% |
| Returns for 3 years | -0.63 | 24.31 | -3% |
| Returns for 5 years | -19.04 | 20.79 | -92% |
| Returns for 10 years | -7.38 | N/A | - |
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