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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 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 LRSCX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. LRSCX (406M). 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 : 14.97 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. LRSCX (-0.76).
| 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 | 18.390 | 14.187 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 9.02B | 5% |
| Annual Yield % from dividends | 0.24 | 1.59 | 15% |
| Returns for 1 year | 14.97 | 9.60 | 156% |
| Returns for 3 years | 17.74 | 14.27 | 124% |
| Returns for 5 years | -0.76 | 18.82 | -4% |
| Returns for 10 years | -23.45 | N/A | - |