Interact to see
Advertisement
Advertisement
LFVCX vs UBVVX
LFVCX vs UBVVX Comparison
Open Charts LFVCX vs UBVVX
LFVCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LFVCX vs. UBVVX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. LFVCX (99.3M). UBVVX pays higher dividends than LFVCX: UBVVX (1.61) 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 : 14.54 vs. UBVVX (5.69). UBVVX return over 5 years is better than : 18.47 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 | 16.754 | 13.279 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.3M | 9.04B | 1% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | 14.54 | 5.69 | 256% |
| Returns for 3 years | 17.23 | 20.16 | 85% |
| Returns for 5 years | 0.32 | 18.47 | 2% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement