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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
Sep 12, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. STRBX (81.1M). UBVVX pays higher dividends than STRBX: UBVVX (1.59) vs STRBX (1.20). STRBX was incepted earlier than UBVVX: STRBX (9 years) vs UBVVX (10 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 : 13.84 vs. UBVVX (-0.18). STRBX return over 5 years is better than : 32.81 vs. UBVVX (15.59).
| STRBX | UBVVX | STRBX / UBVVX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 22.863 | 10.400 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.1M | 8.48B | 1% |
| Annual Yield % from dividends | 1.20 | 1.59 | 75% |
| Returns for 1 year | 13.84 | -0.18 | -7,689% |
| Returns for 3 years | 42.28 | 17.88 | 236% |
| Returns for 5 years | 32.81 | 15.59 | 210% |
| Returns for 10 years | N/A | N/A | - |
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