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LMVYX vs UBVVX
LMVYX vs UBVVX Comparison
Open Charts LMVYX vs UBVVX
LMVYX vs UBVVX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 4.51B. The market cap for tickers in the group ranges from 98.53M to 8.92B. UBVVX holds the highest valuation in this group at 8.92B. The lowest valued company is LMVYX at 98.53M.
High and low price notable news
The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was 0%, and the average quarterly price growth was 8%. LMVYX experienced the highest price growth at -0%, while UBVVX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
LMVYX vs. UBVVX commentary
Sep 02, 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 LMVYX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.83B vs. LMVYX (98.5M). UBVVX pays higher dividends than LMVYX: UBVVX (1.59) vs LMVYX (0.11). LMVYX was incepted earlier than UBVVX: LMVYX (27 years) vs UBVVX (10 years). LMVYX (1.10) is less costly to investors than UBVVX (0.94). LMVYX is a more actively managed with annual turnover of: 77.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LMVYX: UBVVX (0) vs LMVYX (1000000). LMVYX annual gain was more profitable for investors over the last year : 12.63 vs. UBVVX (4.01). UBVVX return over 5 years is better than : 15.75 vs. LMVYX (4.35).
| LMVYX | UBVVX | LMVYX / UBVVX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.10 | 0.94 | 117% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 17.118 | 14.814 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.5M | 8.83B | 1% |
| Annual Yield % from dividends | 0.11 | 1.59 | 7% |
| Returns for 1 year | 12.63 | 4.01 | 315% |
| Returns for 3 years | 21.64 | 18.52 | 117% |
| Returns for 5 years | 4.35 | 15.75 | 28% |
| Returns for 10 years | -7.20 | N/A | - |
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