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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 03, 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: 9.02B vs. ANFVX (255M). 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). UBVVX has a lower initial minimum investment than ANFVX: UBVVX (0) vs ANFVX (2500000). ANFVX annual gain was more profitable for investors over the last year : 23.56 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. ANFVX (1.81).
| 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 | 18.164 | 14.187 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 9.02B | 3% |
| Annual Yield % from dividends | 0.69 | 1.59 | 43% |
| Returns for 1 year | 23.56 | 9.60 | 245% |
| Returns for 3 years | 18.02 | 14.27 | 126% |
| Returns for 5 years | 1.81 | 18.82 | 10% |
| Returns for 10 years | -14.86 | N/A | - |
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