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LFVCX vs UBVVX
LFVCX vs UBVVX Comparison
Open Charts LFVCX vs UBVVX
LFVCX vs UBVVX Comparison Chart in %
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LFVCX 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 LFVCX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. LFVCX (98.5M). UBVVX pays higher dividends than LFVCX: UBVVX (1.59) vs LFVCX (0.00). LFVCX was incepted earlier than UBVVX: LFVCX (7 years) vs UBVVX (9 years). LFVCX (2.10) is less costly to investors than UBVVX (0.94). LFVCX is a more actively managed with annual turnover of: 77.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LFVCX: UBVVX (0) vs LFVCX (1500). LFVCX annual gain was more profitable for investors over the last year : 14.87 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. LFVCX (-0.32).
| LFVCX | UBVVX | LFVCX / UBVVX | |
| Total Expense Ratio | 2.03 | 0.90 | 226% |
| Annual Report Gross Expense Ratio | 2.10 | 0.94 | 223% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 16.158 | 14.187 | 114% |
| Front Load | N/A | 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 | 14.87 | 9.60 | 155% |
| Returns for 3 years | 14.45 | 14.27 | 101% |
| Returns for 5 years | -0.32 | 18.82 | -2% |
| Returns for 10 years | N/A | N/A | - |
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