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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. CCTRX (871M). UBVVX pays higher dividends than CCTRX: UBVVX (1.59) vs CCTRX (0.35). CCTRX was incepted earlier than UBVVX: CCTRX (21 years) vs UBVVX (10 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 : 2.25 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. CCTRX (-22.35).
| 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 | 10 years | - |
| Gain YTD | 14.286 | 10.400 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 8.48B | 10% |
| Annual Yield % from dividends | 0.35 | 1.59 | 22% |
| Returns for 1 year | 2.25 | -0.18 | -1,248% |
| Returns for 3 years | -5.38 | 17.88 | -30% |
| Returns for 5 years | -22.35 | 15.59 | -143% |
| Returns for 10 years | -7.85 | N/A | - |
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