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LRSQX vs UBVVX
LRSQX vs UBVVX Comparison
Open Charts LRSQX vs UBVVX
LRSQX vs UBVVX Comparison Chart in %
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LRSQX vs. UBVVX commentary
Jun 04, 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 LRSQX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. LRSQX (386M). UBVVX pays higher dividends than LRSQX: UBVVX (1.68) vs LRSQX (0.04). LRSQX was incepted earlier than UBVVX: LRSQX (18 years) vs UBVVX (9 years). LRSQX (1.56) is less costly to investors than UBVVX (0.94). LRSQX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). LRSQX (0) and UBVVX (0) have matching initial minimum investment requirements. LRSQX annual gain was more profitable for investors over the last year : 15.08 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. LRSQX (-18.37).
| LRSQX | UBVVX | LRSQX / UBVVX | |
| Total Expense Ratio | 1.56 | 0.90 | 173% |
| Annual Report Gross Expense Ratio | 1.56 | 0.94 | 166% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.573 | 6.934 | 152% |
| 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 | 0.04 | 1.68 | 3% |
| Returns for 1 year | 15.08 | 7.97 | 189% |
| Returns for 3 years | 15.67 | 18.26 | 86% |
| Returns for 5 years | -18.37 | 4.89 | -375% |
| Returns for 10 years | -34.89 | N/A | - |
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