Interact to see
Advertisement
Advertisement
LRSYX vs UBVVX
LRSYX vs UBVVX Comparison
Open Charts LRSYX vs UBVVX
LRSYX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSYX 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 LRSYX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. LRSYX (406M). UBVVX pays higher dividends than LRSYX: UBVVX (1.59) vs LRSYX (0.33). LRSYX was incepted earlier than UBVVX: LRSYX (29 years) vs UBVVX (9 years). LRSYX (0.96) and UBVVX (0.94) have similar cost to investors . LRSYX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LRSYX: UBVVX (0) vs LRSYX (1000000). LRSYX annual gain was more profitable for investors over the last year : 17.32 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. LRSYX (10.23).
| LRSYX | UBVVX | LRSYX / UBVVX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 0.94 | 102% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 18.601 | 14.187 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 9.02B | 5% |
| Annual Yield % from dividends | 0.33 | 1.59 | 21% |
| Returns for 1 year | 17.32 | 9.60 | 180% |
| Returns for 3 years | 23.97 | 14.27 | 168% |
| Returns for 5 years | 10.23 | 18.82 | 54% |
| Returns for 10 years | -4.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement