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CUSRX vs UBVVX
CUSRX vs UBVVX Comparison
Open Charts CUSRX vs UBVVX
CUSRX vs UBVVX Comparison Chart in %
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CUSRX 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 CUSRX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. CUSRX (10M). UBVVX pays higher dividends than CUSRX: UBVVX (1.59) vs CUSRX (1.01). CUSRX was incepted earlier than UBVVX: CUSRX (17 years) vs UBVVX (9 years). CUSRX (4.50) is less costly to investors than UBVVX (0.94). CUSRX is a more actively managed with annual turnover of: 38.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CUSRX: UBVVX (0) vs CUSRX (1000). CUSRX annual gain was more profitable for investors over the last year : 12.87 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. CUSRX (5.05).
| CUSRX | UBVVX | CUSRX / UBVVX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 4.50 | 0.94 | 479% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 13.524 | 15.773 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 9.03B | 0% |
| Annual Yield % from dividends | 1.01 | 1.59 | 64% |
| Returns for 1 year | 12.87 | 8.29 | 155% |
| Returns for 3 years | 26.39 | 24.31 | 109% |
| Returns for 5 years | 5.05 | 20.79 | 24% |
| Returns for 10 years | 29.27 | N/A | - |
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