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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
Jun 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: 8.99B vs. NDVCX (2.55B). UBVVX pays higher dividends than NDVCX: UBVVX (1.68) vs NDVCX (0.32). 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 : 8.57 vs. NDVCX (7.40). UBVVX return over 5 years is better than : 9.18 vs. NDVCX (-14.30).
| 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 | 11.897 | 10.400 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 8.99B | 28% |
| Annual Yield % from dividends | 0.32 | 1.68 | 19% |
| Returns for 1 year | 7.40 | 8.57 | 86% |
| Returns for 3 years | 7.87 | 18.08 | 44% |
| Returns for 5 years | -14.30 | 9.18 | -156% |
| Returns for 10 years | 39.41 | N/A | - |
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