Interact to see
Advertisement
Advertisement
HRVIX vs UBVVX
HRVIX vs UBVVX Comparison
Open Charts HRVIX vs UBVVX
HRVIX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRVIX vs. UBVVX commentary
Aug 23, 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: 9.03B vs. HRVIX (319M). UBVVX pays higher dividends than HRVIX: UBVVX (1.59) vs HRVIX (0.51). 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 : 25.39 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. HRVIX (-4.23).
| 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 | 22.617 | 15.773 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 9.03B | 4% |
| Annual Yield % from dividends | 0.51 | 1.59 | 32% |
| Returns for 1 year | 25.39 | 8.29 | 306% |
| Returns for 3 years | 23.63 | 24.31 | 97% |
| Returns for 5 years | -4.23 | 20.79 | -20% |
| Returns for 10 years | 80.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers