Interact to see
Advertisement
Advertisement
NDVTX vs UBVVX
NDVTX vs UBVVX Comparison
Open Charts NDVTX vs UBVVX
NDVTX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVTX vs. UBVVX commentary
Aug 23, 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 NDVTX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. NDVTX (2.34B). UBVVX pays higher dividends than NDVTX: UBVVX (1.59) vs NDVTX (0.87). NDVTX was incepted earlier than UBVVX: NDVTX (15 years) vs UBVVX (9 years). NDVTX (1.23) is less costly to investors than UBVVX (0.94). NDVTX is a more actively managed with annual turnover of: 47.00 vs. UBVVX (35.00). NDVTX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 8.29 vs. NDVTX (7.87). UBVVX return over 5 years is better than : 20.79 vs. NDVTX (-4.78).
| NDVTX | UBVVX | NDVTX / UBVVX | |
| Total Expense Ratio | 1.22 | 0.90 | 136% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 12.012 | 15.773 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 9.03B | 26% |
| Annual Yield % from dividends | 0.87 | 1.59 | 55% |
| Returns for 1 year | 7.87 | 8.29 | 95% |
| Returns for 3 years | 14.91 | 24.31 | 61% |
| Returns for 5 years | -4.78 | 20.79 | -23% |
| Returns for 10 years | 47.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WDNA | 23.67 | 0.47 | +2.00% |
| WisdomTree BioRevolution ETF | |||
| GSEU | 50.59 | 0.36 | +0.73% |
| Goldman Sachs ActiveBeta® Europe Eq ETF | |||
| CSQ | 20.74 | 0.06 | +0.29% |
| Calamos Strategic Total Return | |||
| IBHG | 21.99 | 0.03 | +0.11% |
| iShares® iBonds® 2027 Term HY & Inc ETF | |||
| PSFO | 35.35 | N/A | N/A |
| Pacer Swan SOS Flex (October) ETF | |||