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NDVBX vs UBVVX
NDVBX vs UBVVX Comparison
Open Charts NDVBX vs UBVVX
NDVBX vs UBVVX Comparison Chart in %
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NDVBX vs. UBVVX commentary
Jul 09, 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 NDVBX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.15B vs. NDVBX (2.55B). UBVVX pays higher dividends than NDVBX: UBVVX (1.61) vs NDVBX (0.18). NDVBX was incepted earlier than UBVVX: NDVBX (15 years) vs UBVVX (9 years). NDVBX (1.97) is less costly to investors than UBVVX (0.94). NDVBX is a more actively managed with annual turnover of: 47.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than NDVBX: UBVVX (0) vs NDVBX (1000). UBVVX annual gain was more profitable for investors over the last year : 6.81 vs. NDVBX (6.18). UBVVX return over 5 years is better than : 17.36 vs. NDVBX (-10.65).
| NDVBX | UBVVX | NDVBX / UBVVX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 1.97 | 0.94 | 210% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 13.978 | 14.302 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 9.15B | 28% |
| Annual Yield % from dividends | 0.18 | 1.61 | 11% |
| Returns for 1 year | 6.18 | 6.81 | 91% |
| Returns for 3 years | 10.57 | 24.71 | 43% |
| Returns for 5 years | -10.65 | 17.36 | -61% |
| Returns for 10 years | 39.04 | N/A | - |
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