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LFVAX vs UBVVX
LFVAX vs UBVVX Comparison
Open Charts LFVAX vs UBVVX
LFVAX vs UBVVX Comparison Chart in %
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LFVAX 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 LFVAX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. LFVAX (98.5M). UBVVX pays higher dividends than LFVAX: UBVVX (1.59) vs LFVAX (0.00). LFVAX was incepted earlier than UBVVX: LFVAX (26 years) vs UBVVX (9 years). LFVAX (1.35) is less costly to investors than UBVVX (0.94). LFVAX is a more actively managed with annual turnover of: 77.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LFVAX: UBVVX (0) vs LFVAX (1500). LFVAX annual gain was more profitable for investors over the last year : 15.49 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. LFVAX (1.71).
| LFVAX | UBVVX | LFVAX / UBVVX | |
| Total Expense Ratio | 1.28 | 0.90 | 142% |
| Annual Report Gross Expense Ratio | 1.35 | 0.94 | 144% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 16.699 | 14.187 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.5M | 9.02B | 1% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 15.49 | 9.60 | 161% |
| Returns for 3 years | 16.45 | 14.27 | 115% |
| Returns for 5 years | 1.71 | 18.82 | 9% |
| Returns for 10 years | -10.04 | N/A | - |
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