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LRSSX vs UBVVX
LRSSX vs UBVVX Comparison
Open Charts LRSSX vs UBVVX
LRSSX vs UBVVX Comparison Chart in %
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LRSSX vs. UBVVX commentary
Sep 12, 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 LRSSX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. LRSSX (389M). UBVVX pays higher dividends than LRSSX: UBVVX (1.59) vs LRSSX (0.20). LRSSX was incepted earlier than UBVVX: LRSSX (11 years) vs UBVVX (10 years). LRSSX (1.21) is less costly to investors than UBVVX (0.94). LRSSX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). LRSSX (0) and UBVVX (0) have matching initial minimum investment requirements. LRSSX annual gain was more profitable for investors over the last year : 6.51 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. LRSSX (-1.27).
| LRSSX | UBVVX | LRSSX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 14.927 | 10.400 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 8.48B | 5% |
| Annual Yield % from dividends | 0.20 | 1.59 | 13% |
| Returns for 1 year | 6.51 | -0.18 | -3,616% |
| Returns for 3 years | 20.28 | 17.88 | 113% |
| Returns for 5 years | -1.27 | 15.59 | -8% |
| Returns for 10 years | -25.38 | N/A | - |
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