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NDVCX vs UBVVX
NDVCX vs UBVVX Comparison
Open Charts NDVCX vs UBVVX
NDVCX vs UBVVX Comparison Chart in %
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NDVCX vs. UBVVX commentary
Jul 04, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.17B vs. NDVCX (2.56B). 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 (1.97) 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 : 7.36 vs. NDVCX (6.56). UBVVX return over 5 years is better than : 16.34 vs. NDVCX (-10.54).
| NDVCX | UBVVX | NDVCX / 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 | 14.607 | 14.405 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 9.17B | 28% |
| Annual Yield % from dividends | 0.30 | 1.61 | 19% |
| Returns for 1 year | 6.56 | 7.36 | 89% |
| Returns for 3 years | 9.59 | 23.46 | 41% |
| Returns for 5 years | -10.54 | 16.34 | -65% |
| Returns for 10 years | 40.86 | N/A | - |
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