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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
Jun 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: 8.91B vs. ANFVX (248M). UBVVX pays higher dividends than ANFVX: UBVVX (1.68) vs ANFVX (0.72). ANFVX was incepted earlier than UBVVX: ANFVX (12 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 : 22.40 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. ANFVX (-4.92).
| ANFVX | UBVVX | ANFVX / UBVVX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.82 | 0.94 | 87% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 12.197 | 6.934 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 8.91B | 3% |
| Annual Yield % from dividends | 0.72 | 1.68 | 43% |
| Returns for 1 year | 22.40 | 7.97 | 281% |
| Returns for 3 years | 24.50 | 18.26 | 134% |
| Returns for 5 years | -4.92 | 4.89 | -101% |
| Returns for 10 years | -18.50 | N/A | - |
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