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CSCZX vs UBVVX
CSCZX vs UBVVX Comparison
Open Charts CSCZX vs UBVVX
CSCZX vs UBVVX Comparison Chart in %
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CSCZX 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 CSCZX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. CSCZX (2.5B). UBVVX pays higher dividends than CSCZX: UBVVX (1.59) vs CSCZX (1.34). CSCZX was incepted earlier than UBVVX: CSCZX (31 years) vs UBVVX (9 years). CSCZX (0.98) and UBVVX (0.94) have similar cost to investors . CSCZX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CSCZX: UBVVX (0) vs CSCZX (2000). CSCZX annual gain was more profitable for investors over the last year : 22.45 vs. UBVVX (9.60). UBVVX (18.82) and CSCZX (18.17) have equivalent 5 years return.
| CSCZX | UBVVX | CSCZX / UBVVX | |
| Total Expense Ratio | 0.95 | 0.90 | 106% |
| Annual Report Gross Expense Ratio | 0.98 | 0.94 | 104% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 14.297 | 14.187 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 9.02B | 28% |
| Annual Yield % from dividends | 1.34 | 1.59 | 84% |
| Returns for 1 year | 22.45 | 9.60 | 234% |
| Returns for 3 years | 24.58 | 14.27 | 172% |
| Returns for 5 years | 18.17 | 18.82 | 97% |
| Returns for 10 years | 61.70 | N/A | - |
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