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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
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 NDVBX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. NDVBX (2.34B). UBVVX pays higher dividends than NDVBX: UBVVX (1.59) vs NDVBX (0.19). NDVBX was incepted earlier than UBVVX: NDVBX (15 years) vs UBVVX (9 years). NDVBX (1.98) 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 : 8.29 vs. NDVBX (6.21). UBVVX return over 5 years is better than : 20.79 vs. NDVBX (-11.23).
| NDVBX | UBVVX | NDVBX / UBVVX | |
| Total Expense Ratio | 1.97 | 0.90 | 219% |
| Annual Report Gross Expense Ratio | 1.98 | 0.94 | 211% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 11.104 | 15.773 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 9.03B | 26% |
| Annual Yield % from dividends | 0.19 | 1.59 | 12% |
| Returns for 1 year | 6.21 | 8.29 | 75% |
| Returns for 3 years | 10.39 | 24.31 | 43% |
| Returns for 5 years | -11.23 | 20.79 | -54% |
| Returns for 10 years | 31.12 | N/A | - |
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