Interact to see
Advertisement
Advertisement
ESPIX vs UBVVX
ESPIX vs UBVVX Comparison
Open Charts ESPIX vs UBVVX
ESPIX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESPIX 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 ESPIX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. ESPIX (2.54B). UBVVX pays higher dividends than ESPIX: UBVVX (1.59) vs ESPIX (0.67). ESPIX was incepted earlier than UBVVX: ESPIX (30 years) vs UBVVX (9 years). ESPIX (1.17) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ESPIX (28.00). UBVVX has a lower initial minimum investment than ESPIX: UBVVX (0) vs ESPIX (1000000). UBVVX (9.60) and ESPIX (9.14) have marching annual gain over last year. UBVVX return over 5 years is better than : 18.82 vs. ESPIX (-2.61).
| ESPIX | UBVVX | ESPIX / UBVVX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.17 | 0.94 | 124% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 13.867 | 14.187 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 9.02B | 28% |
| Annual Yield % from dividends | 0.67 | 1.59 | 42% |
| Returns for 1 year | 9.14 | 9.60 | 95% |
| Returns for 3 years | 5.11 | 14.27 | 36% |
| Returns for 5 years | -2.61 | 18.82 | -14% |
| Returns for 10 years | 43.87 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement