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MLPIX vs UBVVX
MLPIX vs UBVVX Comparison
Open Charts MLPIX vs UBVVX
MLPIX vs UBVVX Comparison Chart in %
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MLPIX 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 MLPIX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. MLPIX (2.72M). UBVVX pays higher dividends than MLPIX: UBVVX (1.59) vs MLPIX (0.42). MLPIX was incepted earlier than UBVVX: MLPIX (25 years) vs UBVVX (9 years). MLPIX (2.15) is less costly to investors than UBVVX (0.94). MLPIX is a more actively managed with annual turnover of: 988.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than MLPIX: UBVVX (0) vs MLPIX (15000). MLPIX annual gain was more profitable for investors over the last year : 18.76 vs. UBVVX (9.60). MLPIX return over 5 years is better than : 40.66 vs. UBVVX (18.82).
| MLPIX | UBVVX | MLPIX / UBVVX | |
| Total Expense Ratio | 1.78 | 0.90 | 198% |
| Annual Report Gross Expense Ratio | 2.15 | 0.94 | 229% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 12.014 | 14.187 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72M | 9.02B | 0% |
| Annual Yield % from dividends | 0.42 | 1.59 | 26% |
| Returns for 1 year | 18.76 | 9.60 | 195% |
| Returns for 3 years | 33.01 | 14.27 | 231% |
| Returns for 5 years | 40.66 | 18.82 | 216% |
| Returns for 10 years | 99.39 | N/A | - |
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