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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
Aug 03, 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: 9.02B vs. ESPAX (2.54B). UBVVX pays higher dividends than ESPAX: UBVVX (1.59) vs ESPAX (0.63). ESPAX was incepted earlier than UBVVX: ESPAX (33 years) vs UBVVX (9 years). ESPAX (1.23) 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). UBVVX annual gain was more profitable for investors over the last year : 9.60 vs. ESPAX (8.77). UBVVX return over 5 years is better than : 18.82 vs. ESPAX (-3.80).
| ESPAX | UBVVX | ESPAX / UBVVX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 13.795 | 14.187 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 9.02B | 28% |
| Annual Yield % from dividends | 0.63 | 1.59 | 40% |
| Returns for 1 year | 8.77 | 9.60 | 91% |
| Returns for 3 years | 4.29 | 14.27 | 30% |
| Returns for 5 years | -3.80 | 18.82 | -20% |
| Returns for 10 years | 41.29 | N/A | - |
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