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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
Jun 24, 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: 8.74B vs. STRBX (78.2M). UBVVX pays higher dividends than STRBX: UBVVX (1.68) vs STRBX (1.28). 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 : 23.09 vs. UBVVX (8.85). STRBX return over 5 years is better than : 23.53 vs. UBVVX (11.28).
| 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 | 17.611 | 8.750 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 8.74B | 1% |
| Annual Yield % from dividends | 1.28 | 1.68 | 76% |
| Returns for 1 year | 23.09 | 8.85 | 261% |
| Returns for 3 years | 42.46 | 22.53 | 188% |
| Returns for 5 years | 23.53 | 11.28 | 209% |
| Returns for 10 years | N/A | N/A | - |
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