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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
Jun 03, 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 StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. NDVBX (2.47B). UBVVX pays higher dividends than NDVBX: UBVVX (1.68) vs NDVBX (0.19). 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 : 7.97 vs. NDVBX (7.01). UBVVX return over 5 years is better than : 4.89 vs. NDVBX (-16.57).
| 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 | 8.034 | 6.934 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 8.91B | 28% |
| Annual Yield % from dividends | 0.19 | 1.68 | 11% |
| Returns for 1 year | 7.01 | 7.97 | 88% |
| Returns for 3 years | 7.29 | 18.26 | 40% |
| Returns for 5 years | -16.57 | 4.89 | -339% |
| Returns for 10 years | 33.04 | N/A | - |
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