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NWHGX vs UBVVX
NWHGX vs UBVVX Comparison
Open Charts NWHGX vs UBVVX
Nationwide Bailard Cogntv Val R6
Price$16.42
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 Assets9.74B
NWHGX vs UBVVX Comparison Chart in %
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NWHGX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. NWHGX (111M). UBVVX pays higher dividends than NWHGX: UBVVX (1.77) vs NWHGX (1.55). NWHGX was incepted earlier than UBVVX: NWHGX (12 years) vs UBVVX (9 years). UBVVX (0.95) and NWHGX (0.93) have similar cost to investors . NWHGX is a more actively managed with annual turnover of: 278.84 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than NWHGX: UBVVX (0) vs NWHGX (1000000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. NWHGX (-2.05). UBVVX return over 5 years is better than : 107.51 vs. NWHGX (84.89).
| NWHGX | UBVVX | NWHGX / UBVVX | |
| Total Expense Ratio | 0.93 | 0.90 | 103% |
| Annual Report Gross Expense Ratio | 0.93 | 0.95 | 98% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.320 | 2.489 | 294% |
| 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 | 1.77 | 88% |
| Returns for 1 year | -2.05 | 0.31 | -667% |
| Returns for 3 years | 34.19 | 22.75 | 150% |
| Returns for 5 years | 84.89 | 107.51 | 79% |
| Returns for 10 years | 61.97 | N/A | - |
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