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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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LMVYX vs. UBVVX commentary
Aug 10, 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: 9.14B vs. LMVYX (99.8M). UBVVX pays higher dividends than LMVYX: UBVVX (1.59) vs LMVYX (0.11). LMVYX was incepted earlier than UBVVX: LMVYX (27 years) vs UBVVX (9 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 : 21.51 vs. UBVVX (12.21). UBVVX return over 5 years is better than : 19.46 vs. LMVYX (5.38).
| 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 | 9 years | - |
| Gain YTD | 18.453 | 16.502 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.8M | 9.14B | 1% |
| Annual Yield % from dividends | 0.11 | 1.59 | 7% |
| Returns for 1 year | 21.51 | 12.21 | 176% |
| Returns for 3 years | 23.79 | 18.18 | 131% |
| Returns for 5 years | 5.38 | 19.46 | 28% |
| Returns for 10 years | -4.83 | N/A | - |
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