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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
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 CUSRX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. CUSRX (9.2M). UBVVX pays higher dividends than CUSRX: UBVVX (1.68) vs CUSRX (0.81). 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 : 15.48 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. CUSRX (-12.08).
| 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 | 3.561 | 6.934 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2M | 8.91B | 0% |
| Annual Yield % from dividends | 0.81 | 1.68 | 48% |
| Returns for 1 year | 15.48 | 7.97 | 194% |
| Returns for 3 years | 13.90 | 18.26 | 76% |
| Returns for 5 years | -12.08 | 4.89 | -247% |
| Returns for 10 years | 20.57 | N/A | - |
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