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AFDZX vs UBVVX
AFDZX vs UBVVX Comparison
Open Charts AFDZX vs UBVVX
AFDZX vs UBVVX Comparison Chart in %
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AFDZX 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 AFDZX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. AFDZX (1.04B). UBVVX pays higher dividends than AFDZX: UBVVX (1.61) vs AFDZX (0.60). AFDZX was incepted earlier than UBVVX: AFDZX (11 years) vs UBVVX (9 years). AFDZX (1.36) is less costly to investors than UBVVX (0.94). AFDZX is a more actively managed with annual turnover of: 38.70 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than AFDZX: UBVVX (0) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 21.87 vs. UBVVX (5.69). AFDZX return over 5 years is better than : 61.59 vs. UBVVX (18.47).
| AFDZX | UBVVX | AFDZX / UBVVX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 1.36 | 0.94 | 145% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 16.968 | 13.279 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 9.04B | 12% |
| Annual Yield % from dividends | 0.60 | 1.61 | 37% |
| Returns for 1 year | 21.87 | 5.69 | 385% |
| Returns for 3 years | 50.44 | 20.16 | 250% |
| Returns for 5 years | 61.59 | 18.47 | 334% |
| Returns for 10 years | 211.02 | N/A | - |
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