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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
Jun 11, 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 StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.89B vs. ESPAX (2.94B). UBVVX pays higher dividends than ESPAX: UBVVX (1.68) vs ESPAX (0.66). ESPAX was incepted earlier than UBVVX: ESPAX (33 years) vs UBVVX (9 years). ESPAX (1.24) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ESPAX (22.00). 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 : 6.79 vs. UBVVX (5.61). UBVVX return over 5 years is better than : 7.34 vs. ESPAX (-11.50).
| ESPAX | UBVVX | ESPAX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.24 | 0.94 | 132% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 10.819 | 8.545 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 8.89B | 33% |
| Annual Yield % from dividends | 0.66 | 1.68 | 39% |
| Returns for 1 year | 6.79 | 5.61 | 121% |
| Returns for 3 years | 8.67 | 17.33 | 50% |
| Returns for 5 years | -11.50 | 7.34 | -157% |
| Returns for 10 years | 40.56 | N/A | - |
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