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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
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 LRSSX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. LRSSX (408M). UBVVX pays higher dividends than LRSSX: UBVVX (1.59) vs LRSSX (0.20). LRSSX was incepted earlier than UBVVX: LRSSX (11 years) vs UBVVX (9 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 : 16.22 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. LRSSX (2.95).
| 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 | 9 years | - |
| Gain YTD | 19.558 | 15.773 | 124% |
| 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 | 0.20 | 1.59 | 13% |
| Returns for 1 year | 16.22 | 8.29 | 196% |
| Returns for 3 years | 26.03 | 24.31 | 107% |
| Returns for 5 years | 2.95 | 20.79 | 14% |
| Returns for 10 years | -24.76 | N/A | - |
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