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ESPAX vs UBVVX
ESPAX vs UBVVX Comparison
Open Charts ESPAX vs UBVVX
ESPAX vs UBVVX Comparison Chart in %
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ESPAX vs. UBVVX commentary
Sep 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 ESPAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.5B vs. ESPAX (2.27B). UBVVX pays higher dividends than ESPAX: UBVVX (1.59) vs ESPAX (0.63). ESPAX was incepted earlier than UBVVX: ESPAX (33 years) vs UBVVX (10 years). ESPAX (1.26) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ESPAX (28.00). UBVVX has a lower initial minimum investment than ESPAX: UBVVX (0) vs ESPAX (1000). ESPAX annual gain was more profitable for investors over the last year : 2.47 vs. UBVVX (0.12). UBVVX return over 5 years is better than : 15.94 vs. ESPAX (-4.69).
| ESPAX | UBVVX | ESPAX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.94 | 134% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 12.822 | 10.733 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 8.5B | 27% |
| Annual Yield % from dividends | 0.63 | 1.59 | 39% |
| Returns for 1 year | 2.47 | 0.12 | 2,046% |
| Returns for 3 years | 8.79 | 18.24 | 48% |
| Returns for 5 years | -4.69 | 15.94 | -29% |
| Returns for 10 years | 38.39 | N/A | - |
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