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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
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. LRSOX (408M). UBVVX pays higher dividends than LRSOX: UBVVX (1.59) vs LRSOX (0.33). 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 : 18.64 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. LRSOX (14.86).
| 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 | 19.804 | 15.773 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 9.03B | 5% |
| Annual Yield % from dividends | 0.33 | 1.59 | 21% |
| Returns for 1 year | 18.64 | 8.29 | 225% |
| Returns for 3 years | 33.05 | 24.31 | 136% |
| Returns for 5 years | 14.86 | 20.79 | 71% |
| Returns for 10 years | N/A | N/A | - |
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