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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
Jun 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 NDVIX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. NDVIX (2.47B). UBVVX pays higher dividends than NDVIX: UBVVX (1.68) vs NDVIX (1.17). NDVIX was incepted earlier than UBVVX: NDVIX (15 years) vs UBVVX (9 years). NDVIX (0.97) 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 : 8.96 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. NDVIX (-10.75).
| NDVIX | UBVVX | NDVIX / UBVVX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.97 | 0.94 | 103% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 8.447 | 6.934 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 8.91B | 28% |
| Annual Yield % from dividends | 1.17 | 1.68 | 70% |
| Returns for 1 year | 8.96 | 7.97 | 112% |
| Returns for 3 years | 12.32 | 18.26 | 67% |
| Returns for 5 years | -10.75 | 4.89 | -220% |
| Returns for 10 years | 50.76 | N/A | - |
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