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CUSIX vs UBVVX
CUSIX vs UBVVX Comparison
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CUSIX vs UBVVX Comparison Chart in %
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CUSIX vs. UBVVX commentary
Jun 04, 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 CUSIX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. CUSIX (9.2M). UBVVX pays higher dividends than CUSIX: UBVVX (1.68) vs CUSIX (1.04). CUSIX was incepted earlier than UBVVX: CUSIX (17 years) vs UBVVX (9 years). CUSIX (4.22) is less costly to investors than UBVVX (0.94). CUSIX is a more actively managed with annual turnover of: 38.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CUSIX: UBVVX (0) vs CUSIX (1000000). CUSIX annual gain was more profitable for investors over the last year : 15.72 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. CUSIX (-10.25).
| CUSIX | UBVVX | CUSIX / UBVVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 4.22 | 0.94 | 449% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 3.711 | 6.934 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2M | 8.91B | 0% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 15.72 | 7.97 | 197% |
| Returns for 3 years | 15.01 | 18.26 | 82% |
| Returns for 5 years | -10.25 | 4.89 | -210% |
| Returns for 10 years | 25.32 | N/A | - |
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