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HDSVX vs UBVVX
HDSVX vs UBVVX Comparison
Open Charts HDSVX vs UBVVX
HDSVX vs UBVVX Comparison Chart in %
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HDSVX 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 HDSVX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. HDSVX (55.3M). UBVVX pays higher dividends than HDSVX: UBVVX (1.59) vs HDSVX (0.04). HDSVX was incepted earlier than UBVVX: HDSVX (13 years) vs UBVVX (9 years). HDSVX (1.47) is less costly to investors than UBVVX (0.94). HDSVX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than HDSVX: UBVVX (0) vs HDSVX (1000). HDSVX annual gain was more profitable for investors over the last year : 24.72 vs. UBVVX (9.60). HDSVX return over 5 years is better than : 22.93 vs. UBVVX (18.82).
| HDSVX | UBVVX | HDSVX / UBVVX | |
| Total Expense Ratio | 1.27 | 0.90 | 141% |
| Annual Report Gross Expense Ratio | 1.47 | 0.94 | 156% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 18.320 | 14.187 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.3M | 9.02B | 1% |
| Annual Yield % from dividends | 0.04 | 1.59 | 2% |
| Returns for 1 year | 24.72 | 9.60 | 258% |
| Returns for 3 years | 18.40 | 14.27 | 129% |
| Returns for 5 years | 22.93 | 18.82 | 122% |
| Returns for 10 years | 93.89 | N/A | - |
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