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PLARX vs UBVVX
PLARX vs UBVVX Comparison
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PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Jun 20, 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 PLARX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.77B vs. PLARX (1.22B). UBVVX pays higher dividends than PLARX: UBVVX (1.68) vs PLARX (0.91). PLARX was incepted earlier than UBVVX: PLARX (22 years) vs UBVVX (9 years). PLARX (1.16) is less costly to investors than UBVVX (0.94). PLARX is a more actively managed with annual turnover of: 89.90 vs. UBVVX (35.00). PLARX (0) and UBVVX (0) have matching initial minimum investment requirements. PLARX annual gain was more profitable for investors over the last year : 19.95 vs. UBVVX (8.32). UBVVX return over 5 years is better than : 13.82 vs. PLARX (-4.71).
| PLARX | UBVVX | PLARX / UBVVX | |
| Total Expense Ratio | 1.14 | 0.90 | 127% |
| Annual Report Gross Expense Ratio | 1.16 | 0.94 | 123% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 11.733 | 7.906 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 8.77B | 14% |
| Annual Yield % from dividends | 0.91 | 1.68 | 54% |
| Returns for 1 year | 19.95 | 8.32 | 240% |
| Returns for 3 years | 16.84 | 16.41 | 103% |
| Returns for 5 years | -4.71 | 13.82 | -34% |
| Returns for 10 years | 16.58 | N/A | - |
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