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NSDVX vs UBVVX
NSDVX vs UBVVX Comparison
Open Charts NSDVX vs UBVVX
NSDVX vs UBVVX Comparison Chart in %
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NSDVX vs. UBVVX commentary
Sep 16, 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 NSDVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.5B vs. NSDVX (106M). NSDVX pays higher dividends than UBVVX: NSDVX (2.28) vs UBVVX (1.59). NSDVX was incepted earlier than UBVVX: NSDVX (13 years) vs UBVVX (10 years). NSDVX (1.44) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. NSDVX (14.00). UBVVX has a lower initial minimum investment than NSDVX: UBVVX (0) vs NSDVX (5000). NSDVX annual gain was more profitable for investors over the last year : 18.41 vs. UBVVX (1.59). NSDVX return over 5 years is better than : 22.89 vs. UBVVX (15.65).
| NSDVX | UBVVX | NSDVX / UBVVX | |
| Total Expense Ratio | 1.44 | 0.90 | 160% |
| Annual Report Gross Expense Ratio | 1.44 | 0.94 | 153% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 24.180 | 10.848 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 8.5B | 1% |
| Annual Yield % from dividends | 2.28 | 1.59 | 143% |
| Returns for 1 year | 18.41 | 1.59 | 1,161% |
| Returns for 3 years | 37.65 | 18.22 | 207% |
| Returns for 5 years | 22.89 | 15.65 | 146% |
| Returns for 10 years | 64.70 | N/A | - |
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