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LRSCX vs UBVVX
LRSCX vs UBVVX Comparison
Open Charts LRSCX vs UBVVX
LRSCX vs UBVVX Comparison Chart in %
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LRSCX vs. UBVVX commentary
Aug 25, 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 LRSCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. LRSCX (408M). UBVVX pays higher dividends than LRSCX: UBVVX (1.59) vs LRSCX (0.24). LRSCX was incepted earlier than UBVVX: LRSCX (31 years) vs UBVVX (9 years). LRSCX (1.21) is less costly to investors than UBVVX (0.94). LRSCX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LRSCX: UBVVX (0) vs LRSCX (1000). LRSCX annual gain was more profitable for investors over the last year : 11.83 vs. UBVVX (4.31). UBVVX return over 5 years is better than : 16.89 vs. LRSCX (-0.00).
| LRSCX | UBVVX | LRSCX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 19.570 | 15.773 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 9.03B | 5% |
| Annual Yield % from dividends | 0.24 | 1.59 | 15% |
| Returns for 1 year | 11.83 | 4.31 | 274% |
| Returns for 3 years | 25.65 | 23.38 | 110% |
| Returns for 5 years | -0.00 | 16.89 | -0% |
| Returns for 10 years | -24.70 | N/A | - |
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