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NDVIX vs UBVVX
NDVIX vs UBVVX Comparison
Open Charts NDVIX vs UBVVX
NDVIX vs UBVVX Comparison Chart in %
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NDVIX vs. UBVVX commentary
Sep 05, 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 NDVIX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.82B vs. NDVIX (2.28B). UBVVX pays higher dividends than NDVIX: UBVVX (1.59) vs NDVIX (1.04). NDVIX was incepted earlier than UBVVX: NDVIX (15 years) vs UBVVX (10 years). NDVIX (0.98) and UBVVX (0.94) have similar cost to investors . NDVIX is a more actively managed with annual turnover of: 47.00 vs. UBVVX (35.00). NDVIX (0) and UBVVX (0) have matching initial minimum investment requirements. NDVIX annual gain was more profitable for investors over the last year : 3.70 vs. UBVVX (3.34). UBVVX return over 5 years is better than : 15.10 vs. NDVIX (-8.22).
| NDVIX | UBVVX | NDVIX / UBVVX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 0.98 | 0.94 | 104% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 10.470 | 13.918 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 8.82B | 26% |
| Annual Yield % from dividends | 1.04 | 1.59 | 65% |
| Returns for 1 year | 3.70 | 3.34 | 111% |
| Returns for 3 years | 9.73 | 20.64 | 47% |
| Returns for 5 years | -8.22 | 15.10 | -54% |
| Returns for 10 years | 45.61 | N/A | - |
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