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LRSOX vs UBVVX
LRSOX vs UBVVX Comparison
Open Charts LRSOX vs UBVVX
LRSOX vs UBVVX Comparison Chart in %
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LRSOX vs. UBVVX commentary
Jun 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 LRSOX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. LRSOX (386M). UBVVX pays higher dividends than LRSOX: UBVVX (1.68) vs LRSOX (0.35). LRSOX was incepted earlier than UBVVX: LRSOX (9 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than LRSOX (0.89). LRSOX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). LRSOX (0) and UBVVX (0) have matching initial minimum investment requirements. LRSOX annual gain was more profitable for investors over the last year : 19.01 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. LRSOX (-2.91).
| LRSOX | UBVVX | LRSOX / UBVVX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.89 | 0.94 | 95% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 10.905 | 6.934 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 8.91B | 4% |
| Annual Yield % from dividends | 0.35 | 1.68 | 21% |
| Returns for 1 year | 19.01 | 7.97 | 238% |
| Returns for 3 years | 26.44 | 18.26 | 145% |
| Returns for 5 years | -2.91 | 4.89 | -59% |
| Returns for 10 years | N/A | N/A | - |
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