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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
Sep 12, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. CUSCX (9.33M). UBVVX pays higher dividends than CUSCX: UBVVX (1.59) vs CUSCX (0.70). CUSCX was incepted earlier than UBVVX: CUSCX (17 years) vs UBVVX (10 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). UBVVX annual gain was more profitable for investors over the last year : -0.18 vs. CUSCX (-5.43). UBVVX return over 5 years is better than : 15.59 vs. CUSCX (-8.50).
| 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 | 10 years | - |
| Gain YTD | 6.115 | 10.400 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33M | 8.48B | 0% |
| Annual Yield % from dividends | 0.70 | 1.59 | 44% |
| Returns for 1 year | -5.43 | -0.18 | 3,014% |
| Returns for 3 years | 16.48 | 17.88 | 92% |
| Returns for 5 years | -8.50 | 15.59 | -55% |
| Returns for 10 years | 10.48 | N/A | - |
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