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ROFCX vs UBVVX
ROFCX vs UBVVX Comparison
Open Charts ROFCX vs UBVVX
ROFCX vs UBVVX Comparison Chart in %
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ROFCX vs. UBVVX commentary
Sep 14, 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 ROFCX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.5B vs. ROFCX (1.3B). UBVVX pays higher dividends than ROFCX: UBVVX (1.59) vs ROFCX (0.00). ROFCX was incepted earlier than UBVVX: ROFCX (20 years) vs UBVVX (10 years). ROFCX (2.38) is less costly to investors than UBVVX (0.94). ROFCX is a more actively managed with annual turnover of: 51.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than ROFCX: UBVVX (0) vs ROFCX (2000). ROFCX annual gain was more profitable for investors over the last year : 15.14 vs. UBVVX (0.12). UBVVX return over 5 years is better than : 15.94 vs. ROFCX (-4.90).
| ROFCX | UBVVX | ROFCX / UBVVX | |
| Total Expense Ratio | 2.24 | 0.90 | 249% |
| Annual Report Gross Expense Ratio | 2.38 | 0.94 | 253% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 22.712 | 10.733 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 8.5B | 15% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 15.14 | 0.12 | 12,548% |
| Returns for 3 years | 32.52 | 18.24 | 178% |
| Returns for 5 years | -4.90 | 15.94 | -31% |
| Returns for 10 years | 47.65 | N/A | - |
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