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STRBX vs UBVVX
STRBX vs UBVVX Comparison
Open Charts STRBX vs UBVVX
STRBX vs UBVVX Comparison Chart in %
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STRBX vs. UBVVX commentary
Jul 14, 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 STRBX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. STRBX (80.6M). UBVVX pays higher dividends than STRBX: UBVVX (1.61) vs STRBX (1.22). STRBX was incepted earlier than UBVVX: STRBX (8 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than STRBX (0.84). STRBX is a more actively managed with annual turnover of: 89.59 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than STRBX: UBVVX (0) vs STRBX (10000000). STRBX annual gain was more profitable for investors over the last year : 21.50 vs. UBVVX (5.69). STRBX return over 5 years is better than : 31.68 vs. UBVVX (18.47).
| STRBX | UBVVX | STRBX / UBVVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 21.885 | 13.279 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 9.04B | 1% |
| Annual Yield % from dividends | 1.22 | 1.61 | 76% |
| Returns for 1 year | 21.50 | 5.69 | 378% |
| Returns for 3 years | 39.33 | 20.16 | 195% |
| Returns for 5 years | 31.68 | 18.47 | 172% |
| Returns for 10 years | N/A | N/A | - |
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