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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
Sep 12, 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: 8.48B vs. ESPIX (2.26B). UBVVX pays higher dividends than ESPIX: UBVVX (1.59) vs ESPIX (0.67). ESPIX was incepted earlier than UBVVX: ESPIX (30 years) vs UBVVX (10 years). ESPIX (1.20) 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 annual gain was more profitable for investors over the last year : 2.06 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. ESPIX (-4.24).
| ESPIX | UBVVX | ESPIX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.20 | 0.94 | 128% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 12.072 | 10.400 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 8.48B | 27% |
| Annual Yield % from dividends | 0.67 | 1.59 | 42% |
| Returns for 1 year | 2.06 | -0.18 | -1,142% |
| Returns for 3 years | 8.83 | 17.88 | 49% |
| Returns for 5 years | -4.24 | 15.59 | -27% |
| Returns for 10 years | 39.84 | N/A | - |
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