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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
PLARX vs UBVVX Comparison Chart in %
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PLARX 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 PLARX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. PLARX (1.23B). UBVVX pays higher dividends than PLARX: UBVVX (1.59) vs PLARX (0.86). PLARX was incepted earlier than UBVVX: PLARX (22 years) vs UBVVX (10 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 : 8.72 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. PLARX (-1.05).
| 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 | 10 years | - |
| Gain YTD | 15.253 | 10.400 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 8.48B | 15% |
| Annual Yield % from dividends | 0.86 | 1.59 | 54% |
| Returns for 1 year | 8.72 | -0.18 | -4,843% |
| Returns for 3 years | 20.08 | 17.88 | 112% |
| Returns for 5 years | -1.05 | 15.59 | -7% |
| Returns for 10 years | 15.36 | N/A | - |
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