Interact to see
Advertisement
Advertisement
LRSSX vs UBVVX
LRSSX vs UBVVX Comparison
Open Charts LRSSX vs UBVVX
LRSSX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSSX vs. UBVVX commentary
Aug 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 LRSSX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. LRSSX (406M). 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 : 15.00 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. LRSSX (-0.60).
| 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 | 18.383 | 14.187 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 9.02B | 5% |
| Annual Yield % from dividends | 0.20 | 1.59 | 13% |
| Returns for 1 year | 15.00 | 9.60 | 156% |
| Returns for 3 years | 17.86 | 14.27 | 125% |
| Returns for 5 years | -0.60 | 18.82 | -3% |
| Returns for 10 years | -23.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement