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ESPIX vs UBVVX
ESPIX vs UBVVX Comparison
Open Charts ESPIX vs UBVVX
ESPIX vs UBVVX Comparison Chart in %
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ESPIX vs. UBVVX commentary
Jul 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 ESPIX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. ESPIX (2.81B). UBVVX pays higher dividends than ESPIX: UBVVX (1.61) vs ESPIX (0.66). 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). ESPIX (5.97) and UBVVX (5.69) have marching annual gain over last year. UBVVX return over 5 years is better than : 18.47 vs. ESPIX (-2.67).
| 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 | 13.177 | 13.279 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 9.04B | 31% |
| Annual Yield % from dividends | 0.66 | 1.61 | 41% |
| Returns for 1 year | 5.97 | 5.69 | 105% |
| Returns for 3 years | 7.66 | 20.16 | 38% |
| Returns for 5 years | -2.67 | 18.47 | -14% |
| Returns for 10 years | 42.25 | N/A | - |
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