Interact to see
Advertisement
Advertisement
CCTRX vs UBVVX
CCTRX vs UBVVX Comparison
Open Charts CCTRX vs UBVVX
CCTRX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCTRX vs. UBVVX commentary
Aug 03, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. CCTRX (919M). 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 : 16.58 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. CCTRX (-20.39).
| 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 | 17.796 | 14.187 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 9.02B | 10% |
| Annual Yield % from dividends | 0.34 | 1.59 | 22% |
| Returns for 1 year | 16.58 | 9.60 | 173% |
| Returns for 3 years | -7.34 | 14.27 | -51% |
| Returns for 5 years | -20.39 | 18.82 | -108% |
| Returns for 10 years | -4.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GGESX | 27.05 | 0.44 | +1.65% |
| Nationwide Schroders Global Eq Instl Svc | |||
| FLYCX | 40.47 | 0.44 | +1.10% |
| Nuveen Large Cap Select C | |||
| FLACX | 99.88 | 0.73 | +0.74% |
| Fidelity Advisor Stock Sel C | |||
| LCLIX | 44.11 | 0.13 | +0.30% |
| ClearBridge Large Cap Value 1 | |||
| HWSZX | 93.94 | -0.31 | -0.33% |
| Hotchkis & Wiley Small Cap Value Z | |||