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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 23, 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 Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. CSCZX (2.54B). 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: 67.00 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 : 19.12 vs. UBVVX (8.29). CSCZX (21.26) and UBVVX (20.79) 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 | 15.442 | 15.773 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 9.03B | 28% |
| Annual Yield % from dividends | 1.34 | 1.59 | 84% |
| Returns for 1 year | 19.12 | 8.29 | 231% |
| Returns for 3 years | 31.66 | 24.31 | 130% |
| Returns for 5 years | 21.26 | 20.79 | 102% |
| Returns for 10 years | 52.82 | N/A | - |
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