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HRVIX vs UBVVX
HRVIX vs UBVVX Comparison
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HRVIX vs UBVVX Comparison Chart in %
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HRVIX vs. UBVVX commentary
Jun 24, 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: 8.74B vs. HRVIX (325M). UBVVX pays higher dividends than HRVIX: UBVVX (1.68) vs HRVIX (0.53). 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 : 35.19 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. HRVIX (-8.43).
| 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 | 21.784 | 8.750 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 8.74B | 4% |
| Annual Yield % from dividends | 0.53 | 1.68 | 31% |
| Returns for 1 year | 35.19 | 8.85 | 397% |
| Returns for 3 years | 24.88 | 22.53 | 110% |
| Returns for 5 years | -8.43 | 11.28 | -75% |
| Returns for 10 years | 96.70 | N/A | - |
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