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NDVCX vs UBVVX
NDVCX vs UBVVX Comparison
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NDVCX vs UBVVX Comparison Chart in %
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NDVCX vs. UBVVX commentary
Jul 25, 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 NDVCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. NDVCX (2.5B). UBVVX pays higher dividends than NDVCX: UBVVX (1.61) vs NDVCX (0.30). NDVCX was incepted earlier than UBVVX: NDVCX (15 years) vs UBVVX (9 years). NDVCX (1.98) is less costly to investors than UBVVX (0.94). NDVCX is a more actively managed with annual turnover of: 47.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than NDVCX: UBVVX (0) vs NDVCX (1000). UBVVX annual gain was more profitable for investors over the last year : 6.63 vs. NDVCX (6.23). UBVVX return over 5 years is better than : 21.18 vs. NDVCX (-8.68).
| NDVCX | UBVVX | NDVCX / 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 | 13.615 | 13.739 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 9.02B | 28% |
| Annual Yield % from dividends | 0.30 | 1.61 | 19% |
| Returns for 1 year | 6.23 | 6.63 | 94% |
| Returns for 3 years | 4.66 | 15.09 | 31% |
| Returns for 5 years | -8.68 | 21.18 | -41% |
| Returns for 10 years | 33.78 | N/A | - |
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