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ROFRX vs UBVVX
ROFRX vs UBVVX Comparison
Open Charts ROFRX vs UBVVX
ROFRX vs UBVVX Comparison Chart in %
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ROFRX vs. UBVVX commentary
Sep 12, 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 ROFRX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. ROFRX (1.3B). UBVVX pays higher dividends than ROFRX: UBVVX (1.59) vs ROFRX (0.00). ROFRX was incepted earlier than UBVVX: ROFRX (19 years) vs UBVVX (10 years). ROFRX (1.89) is less costly to investors than UBVVX (0.94). ROFRX is a more actively managed with annual turnover of: 51.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than ROFRX: UBVVX (0) vs ROFRX (2000). ROFRX annual gain was more profitable for investors over the last year : 15.53 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. ROFRX (-2.83).
| ROFRX | UBVVX | ROFRX / UBVVX | |
| Total Expense Ratio | 1.89 | 0.90 | 210% |
| Annual Report Gross Expense Ratio | 1.89 | 0.94 | 201% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 23.060 | 10.400 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 8.48B | 15% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 15.53 | -0.18 | -8,628% |
| Returns for 3 years | 34.05 | 17.88 | 190% |
| Returns for 5 years | -2.83 | 15.59 | -18% |
| Returns for 10 years | 55.65 | N/A | - |
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