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HRVIX vs UBVVX
HRVIX vs UBVVX Comparison
Open Charts HRVIX vs UBVVX
HRVIX vs UBVVX Comparison Chart in %
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HRVIX vs. UBVVX commentary
Jul 14, 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 HRVIX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. HRVIX (320M). UBVVX pays higher dividends than HRVIX: UBVVX (1.61) vs HRVIX (0.50). HRVIX was incepted earlier than UBVVX: HRVIX (33 years) vs UBVVX (9 years). HRVIX (1.22) is less costly to investors than UBVVX (0.94). HRVIX is a more actively managed with annual turnover of: 67.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than HRVIX: UBVVX (0) vs HRVIX (1000). HRVIX annual gain was more profitable for investors over the last year : 27.12 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 vs. HRVIX (-5.86).
| HRVIX | UBVVX | HRVIX / UBVVX | |
| Total Expense Ratio | 1.22 | 0.90 | 136% |
| Annual Report Gross Expense Ratio | 1.22 | 0.94 | 130% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 21.395 | 13.279 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 9.04B | 4% |
| Annual Yield % from dividends | 0.50 | 1.61 | 31% |
| Returns for 1 year | 27.12 | 5.69 | 477% |
| Returns for 3 years | 19.06 | 20.16 | 95% |
| Returns for 5 years | -5.86 | 18.47 | -32% |
| Returns for 10 years | 82.10 | N/A | - |
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