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RVVHX vs UBVVX
RVVHX vs UBVVX Comparison
Open Charts RVVHX vs UBVVX
RVVHX vs UBVVX Comparison Chart in %
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RVVHX vs. UBVVX commentary
Jul 31, 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 RVVHX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.26B vs. RVVHX (113M). UBVVX pays higher dividends than RVVHX: UBVVX (1.61) vs RVVHX (0.79). RVVHX was incepted earlier than UBVVX: RVVHX (19 years) vs UBVVX (9 years). RVVHX (1.38) is less costly to investors than UBVVX (0.94). RVVHX is a more actively managed with annual turnover of: 51.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than RVVHX: UBVVX (0) vs RVVHX (2000). RVVHX annual gain was more profitable for investors over the last year : 22.48 vs. UBVVX (11.73). UBVVX return over 5 years is better than : 21.84 vs. RVVHX (17.91).
| RVVHX | UBVVX | RVVHX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.38 | 0.94 | 147% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 21.246 | 17.091 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 9.26B | 1% |
| Annual Yield % from dividends | 0.79 | 1.61 | 49% |
| Returns for 1 year | 22.48 | 11.73 | 192% |
| Returns for 3 years | 20.94 | 16.46 | 127% |
| Returns for 5 years | 17.91 | 21.84 | 82% |
| Returns for 10 years | 36.30 | N/A | - |
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