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NWHGX vs UBVUX
NWHGX vs UBVUX Comparison
Open Charts NWHGX vs UBVUX
Nationwide Bailard Cogntv Val R6
Price$16.42
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets111.11M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
NWHGX vs UBVUX Comparison Chart in %
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NWHGX vs. UBVUX commentary
Sep 27, 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 NWHGX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. NWHGX (111M). UBVUX (1.61) and NWHGX (1.55) have matching dividends . NWHGX was incepted earlier than UBVUX: NWHGX (12 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than NWHGX (0.93). NWHGX is a more actively managed with annual turnover of: 278.84 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than NWHGX: UBVUX (0) vs NWHGX (1000000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. NWHGX (-2.05). UBVUX return over 5 years is better than : 105.87 vs. NWHGX (84.89).
| NWHGX | UBVUX | NWHGX / UBVUX | |
| Total Expense Ratio | 0.93 | 1.05 | 89% |
| Annual Report Gross Expense Ratio | 0.93 | 1.11 | 84% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.320 | 2.375 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 9.74B | 1% |
| Annual Yield % from dividends | 1.55 | 1.61 | 96% |
| Returns for 1 year | -2.05 | 0.14 | -1,499% |
| Returns for 3 years | 34.19 | 22.15 | 154% |
| Returns for 5 years | 84.89 | 105.87 | 80% |
| Returns for 10 years | 61.97 | N/A | - |
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