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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
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 UBVVX is a Hold and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. USBNX (99.8M). UBVVX pays higher dividends than USBNX: UBVVX (1.59) vs USBNX (0.65). UBVVX was incepted earlier than USBNX: UBVVX (10 years) vs USBNX (34 years). USBNX (1.35) 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 : 4.65 vs. UBVVX (-0.18). USBNX return over 5 years is better than : 16.89 vs. UBVVX (15.59).
| UBVVX | USBNX | UBVVX / USBNX | |
| Total Expense Ratio | 0.90 | 1.35 | 67% |
| Annual Report Gross Expense Ratio | 0.94 | 1.35 | 70% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 10.400 | 17.659 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 99.8M | 8,500% |
| Annual Yield % from dividends | 1.59 | 0.65 | 246% |
| Returns for 1 year | -0.18 | 4.65 | -4% |
| Returns for 3 years | 17.88 | 29.72 | 60% |
| Returns for 5 years | 15.59 | 16.89 | 92% |
| Returns for 10 years | N/A | 37.48 | - |
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