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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
Jul 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 UBVVX is a Buy and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. USBNX (101M). UBVVX pays higher dividends than USBNX: UBVVX (1.61) vs USBNX (0.66). 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 : 9.04 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 vs. USBNX (14.67).
| 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 | 13.279 | 17.075 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 101M | 8,952% |
| Annual Yield % from dividends | 1.61 | 0.66 | 246% |
| Returns for 1 year | 5.69 | 9.04 | 63% |
| Returns for 3 years | 20.16 | 28.53 | 71% |
| Returns for 5 years | 18.47 | 14.67 | 126% |
| Returns for 10 years | N/A | 36.39 | - |
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