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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. ANFVX (245M). UBVVX pays higher dividends than ANFVX: UBVVX (1.59) vs ANFVX (0.69). ANFVX was incepted earlier than UBVVX: ANFVX (13 years) vs UBVVX (10 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 : 12.19 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. ANFVX (1.92).
| 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 | 10 years | - |
| Gain YTD | 16.197 | 10.400 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 8.48B | 3% |
| Annual Yield % from dividends | 0.69 | 1.59 | 43% |
| Returns for 1 year | 12.19 | -0.18 | -6,774% |
| Returns for 3 years | 23.86 | 17.88 | 133% |
| Returns for 5 years | 1.92 | 15.59 | 12% |
| Returns for 10 years | -16.74 | N/A | - |
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