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
Jun 24, 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: 8.74B vs. CCTRX (858M). UBVVX pays higher dividends than CCTRX: UBVVX (1.68) vs CCTRX (0.36). CCTRX was incepted earlier than UBVVX: CCTRX (20 years) vs UBVVX (9 years). CCTRX (1.61) 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 : 25.15 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. CCTRX (-20.97).
| CCTRX | UBVVX | CCTRX / UBVVX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.61 | 0.94 | 171% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 21.061 | 8.750 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 8.74B | 10% |
| Annual Yield % from dividends | 0.36 | 1.68 | 21% |
| Returns for 1 year | 25.15 | 8.85 | 284% |
| Returns for 3 years | 4.55 | 22.53 | 20% |
| Returns for 5 years | -20.97 | 11.28 | -186% |
| Returns for 10 years | 3.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement