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NWHGX vs UBVVX
NWHGX vs UBVVX Comparison
Open Charts NWHGX vs UBVVX
NWHGX vs UBVVX Comparison Chart in %
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NWHGX vs. UBVVX commentary
Sep 17, 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 NWHGX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.47B vs. NWHGX (128M). UBVVX pays higher dividends than NWHGX: UBVVX (1.59) vs NWHGX (1.19). NWHGX was incepted earlier than UBVVX: NWHGX (13 years) vs UBVVX (10 years). UBVVX (0.94) is less costly to investors than NWHGX (0.80). NWHGX is a more actively managed with annual turnover of: 404.58 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than NWHGX: UBVVX (0) vs NWHGX (1000000). NWHGX annual gain was more profitable for investors over the last year : 12.45 vs. UBVVX (1.50). NWHGX return over 5 years is better than : 20.10 vs. UBVVX (16.27).
| NWHGX | UBVVX | NWHGX / UBVVX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 0.94 | 85% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 19.347 | 10.567 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 8.47B | 2% |
| Annual Yield % from dividends | 1.19 | 1.59 | 75% |
| Returns for 1 year | 12.45 | 1.50 | 829% |
| Returns for 3 years | 33.65 | 17.92 | 188% |
| Returns for 5 years | 20.10 | 16.27 | 124% |
| Returns for 10 years | 58.49 | N/A | - |
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