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NDVSX vs UBVVX
NDVSX vs UBVVX Comparison
Open Charts NDVSX vs UBVVX
NDVSX vs UBVVX Comparison Chart in %
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NDVSX 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 NDVSX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. NDVSX (2.47B). UBVVX pays higher dividends than NDVSX: UBVVX (1.68) vs NDVSX (0.77). NDVSX was incepted earlier than UBVVX: NDVSX (15 years) vs UBVVX (9 years). NDVSX (1.47) is less costly to investors than UBVVX (0.94). NDVSX is a more actively managed with annual turnover of: 47.00 vs. UBVVX (35.00). NDVSX (0) and UBVVX (0) have matching initial minimum investment requirements. NDVSX (8.24) and UBVVX (7.97) have marching annual gain over last year. UBVVX return over 5 years is better than : 4.89 vs. NDVSX (-12.34).
| NDVSX | UBVVX | NDVSX / UBVVX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.47 | 0.94 | 156% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 8.237 | 6.934 | 119% |
| 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 | 0.77 | 1.68 | 46% |
| Returns for 1 year | 8.24 | 7.97 | 103% |
| Returns for 3 years | 10.24 | 18.26 | 56% |
| Returns for 5 years | -12.34 | 4.89 | -252% |
| Returns for 10 years | 44.47 | N/A | - |
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