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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
Aug 14, 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. NDVCX (2.38B). UBVVX pays higher dividends than NDVCX: UBVVX (1.59) vs NDVCX (0.32). 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 (5.88) and NDVCX (5.76) have marching annual gain over last year. UBVVX return over 5 years is better than : 16.95 vs. NDVCX (-12.85).
| 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 | 12.426 | 15.415 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 9.04B | 26% |
| Annual Yield % from dividends | 0.32 | 1.59 | 20% |
| Returns for 1 year | 5.76 | 5.88 | 98% |
| Returns for 3 years | 7.47 | 18.24 | 41% |
| Returns for 5 years | -12.85 | 16.95 | -76% |
| Returns for 10 years | 32.98 | N/A | - |
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