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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 24, 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 Buy and USBNX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. USBNX (102M). 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: 37.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than USBNX: UBVVX (0) vs USBNX (2500). USBNX annual gain was more profitable for investors over the last year : 11.13 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. USBNX (7.33).
| 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 | 8.750 | 14.002 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 102M | 8,571% |
| Annual Yield % from dividends | 1.68 | 0.69 | 245% |
| Returns for 1 year | 8.85 | 11.13 | 80% |
| Returns for 3 years | 22.53 | 31.61 | 71% |
| Returns for 5 years | 11.28 | 7.33 | 154% |
| Returns for 10 years | N/A | 42.00 | - |
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