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CUSCX vs UBVVX
CUSCX vs UBVVX Comparison
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CUSCX vs UBVVX Comparison Chart in %
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CUSCX 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 CUSCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. CUSCX (9.33M). UBVVX pays higher dividends than CUSCX: UBVVX (1.68) vs CUSCX (0.63). CUSCX was incepted earlier than UBVVX: CUSCX (17 years) vs UBVVX (9 years). CUSCX (5.22) is less costly to investors than UBVVX (0.94). CUSCX is a more actively managed with annual turnover of: 38.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CUSCX: UBVVX (0) vs CUSCX (1000). CUSCX annual gain was more profitable for investors over the last year : 15.11 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. CUSCX (-13.84).
| CUSCX | UBVVX | CUSCX / UBVVX | |
| Total Expense Ratio | 2.00 | 0.90 | 222% |
| Annual Report Gross Expense Ratio | 5.22 | 0.94 | 555% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.174 | 8.750 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33M | 8.74B | 0% |
| Annual Yield % from dividends | 0.63 | 1.68 | 37% |
| Returns for 1 year | 15.11 | 8.85 | 171% |
| Returns for 3 years | 15.35 | 22.53 | 68% |
| Returns for 5 years | -13.84 | 11.28 | -123% |
| Returns for 10 years | 15.52 | N/A | - |
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