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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. CCTRX (912M). UBVVX pays higher dividends than CCTRX: UBVVX (1.61) vs CCTRX (0.35). CCTRX was incepted earlier than UBVVX: CCTRX (20 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 : 13.64 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 vs. CCTRX (-21.48).
| CCTRX | UBVVX | CCTRX / UBVVX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.62 | 0.94 | 172% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 16.490 | 13.279 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 9.04B | 10% |
| Annual Yield % from dividends | 0.35 | 1.61 | 21% |
| Returns for 1 year | 13.64 | 5.69 | 240% |
| Returns for 3 years | -5.48 | 20.16 | -27% |
| Returns for 5 years | -21.48 | 18.47 | -116% |
| Returns for 10 years | -6.49 | N/A | - |
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