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UBVVX vs USBNX
UBVVX vs USBNX Comparison
Open Charts UBVVX vs USBNX
UBVVX vs USBNX Comparison Chart in %
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UBVVX vs. USBNX commentary
Jun 03, 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 UBVVX is a Hold and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. USBNX (99.3M). UBVVX pays higher dividends than USBNX: UBVVX (1.68) vs USBNX (0.69). UBVVX was incepted earlier than USBNX: UBVVX (9 years) vs USBNX (34 years). USBNX (1.42) is less costly to investors than UBVVX (0.94). USBNX is a more actively managed with annual turnover of: 49.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than USBNX: UBVVX (0) vs USBNX (2500). UBVVX (7.97) and USBNX (7.91) have marching annual gain over last year. UBVVX return over 5 years is better than : 4.89 vs. USBNX (1.51).
| UBVVX | USBNX | UBVVX / USBNX | |
| Total Expense Ratio | 0.90 | 1.42 | 63% |
| Annual Report Gross Expense Ratio | 0.94 | 1.42 | 66% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 6.934 | 10.696 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 99.3M | 8,972% |
| Annual Yield % from dividends | 1.68 | 0.69 | 245% |
| Returns for 1 year | 7.97 | 7.91 | 101% |
| Returns for 3 years | 18.26 | 26.90 | 68% |
| Returns for 5 years | 4.89 | 1.51 | 324% |
| Returns for 10 years | N/A | 33.39 | - |
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