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NWHDX vs UBVVX
NWHDX vs UBVVX Comparison
Open Charts NWHDX vs UBVVX
Nationwide Bailard Cogntv Val A
Price$16.28
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets111.11M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
NWHDX vs UBVVX Comparison Chart in %
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NWHDX vs. UBVVX commentary
Sep 28, 2025
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 NWHDX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. NWHDX (111M). UBVVX pays higher dividends than NWHDX: UBVVX (1.77) vs NWHDX (1.41). NWHDX was incepted earlier than UBVVX: NWHDX (20 years) vs UBVVX (9 years). NWHDX (1.43) is less costly to investors than UBVVX (0.95). NWHDX is a more actively managed with annual turnover of: 278.84 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than NWHDX: UBVVX (0) vs NWHDX (2000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. NWHDX (-2.38). UBVVX return over 5 years is better than : 107.51 vs. NWHDX (81.82).
| NWHDX | UBVVX | NWHDX / UBVVX | |
| Total Expense Ratio | 1.43 | 0.90 | 159% |
| Annual Report Gross Expense Ratio | 1.43 | 0.95 | 151% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 7.176 | 2.489 | 288% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 9.84B | 1% |
| Annual Yield % from dividends | 1.41 | 1.77 | 80% |
| Returns for 1 year | -2.38 | 0.31 | -774% |
| Returns for 3 years | 32.92 | 22.75 | 145% |
| Returns for 5 years | 81.82 | 107.51 | 76% |
| Returns for 10 years | 56.30 | N/A | - |
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