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LRSRX vs UBVVX
LRSRX vs UBVVX Comparison
Open Charts LRSRX vs UBVVX
LRSRX vs UBVVX Comparison Chart in %
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LRSRX 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 LRSRX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. LRSRX (386M). UBVVX pays higher dividends than LRSRX: UBVVX (1.68) vs LRSRX (0.14). LRSRX was incepted earlier than UBVVX: LRSRX (18 years) vs UBVVX (9 years). LRSRX (1.46) is less costly to investors than UBVVX (0.94). LRSRX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). LRSRX (0) and UBVVX (0) have matching initial minimum investment requirements. LRSRX annual gain was more profitable for investors over the last year : 15.46 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. LRSRX (-16.98).
| LRSRX | UBVVX | LRSRX / UBVVX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.46 | 0.94 | 155% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.637 | 6.934 | 153% |
| 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 | 0.14 | 1.68 | 8% |
| Returns for 1 year | 15.46 | 7.97 | 194% |
| Returns for 3 years | 16.69 | 18.26 | 91% |
| Returns for 5 years | -16.98 | 4.89 | -347% |
| Returns for 10 years | -32.74 | N/A | - |
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