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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
Sep 20, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.47B vs. CUSIX (9.28M). UBVVX pays higher dividends than CUSIX: UBVVX (1.59) vs CUSIX (1.26). CUSIX was incepted earlier than UBVVX: CUSIX (17 years) vs UBVVX (10 years). CUSIX (4.22) is less costly to investors than UBVVX (0.94). CUSIX is a more actively managed with annual turnover of: 41.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CUSIX: UBVVX (0) vs CUSIX (1000000). UBVVX annual gain was more profitable for investors over the last year : -1.29 vs. CUSIX (-7.71). UBVVX return over 5 years is better than : 14.34 vs. CUSIX (-4.23).
| 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 | 10 years | - |
| Gain YTD | 4.799 | 8.725 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28M | 8.47B | 0% |
| Annual Yield % from dividends | 1.26 | 1.59 | 79% |
| Returns for 1 year | -7.71 | -1.29 | 596% |
| Returns for 3 years | 20.89 | 17.09 | 122% |
| Returns for 5 years | -4.23 | 14.34 | -29% |
| Returns for 10 years | 28.74 | N/A | - |
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