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ANFVX vs UBVVX
ANFVX vs UBVVX Comparison
Open Charts ANFVX vs UBVVX
ANFVX vs UBVVX Comparison Chart in %
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ANFVX vs. UBVVX commentary
Aug 23, 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 ANFVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. ANFVX (253M). UBVVX pays higher dividends than ANFVX: UBVVX (1.59) vs ANFVX (0.69). ANFVX was incepted earlier than UBVVX: ANFVX (13 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 48.00 vs. UBVVX (35.00). ANFVX (0) and UBVVX (0) have matching initial minimum investment requirements. ANFVX annual gain was more profitable for investors over the last year : 19.82 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. ANFVX (2.87).
| ANFVX | UBVVX | ANFVX / UBVVX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.82 | 0.94 | 87% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 18.557 | 15.773 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 9.03B | 3% |
| Annual Yield % from dividends | 0.69 | 1.59 | 43% |
| Returns for 1 year | 19.82 | 8.29 | 239% |
| Returns for 3 years | 26.54 | 24.31 | 109% |
| Returns for 5 years | 2.87 | 20.79 | 14% |
| Returns for 10 years | -16.85 | N/A | - |
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