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LSRCX vs UBVVX
LSRCX vs UBVVX Comparison
Open Charts LSRCX vs UBVVX
LSRCX vs UBVVX Comparison Chart in %
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LSRCX vs. UBVVX commentary
Jun 04, 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 LSRCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. LSRCX (386M). LSRCX pays higher dividends than UBVVX: LSRCX (3.10) vs UBVVX (1.68). LSRCX was incepted earlier than UBVVX: LSRCX (29 years) vs UBVVX (9 years). LSRCX (1.96) is less costly to investors than UBVVX (0.94). LSRCX is a more actively managed with annual turnover of: 69.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LSRCX: UBVVX (0) vs LSRCX (1000). UBVVX annual gain was more profitable for investors over the last year : 7.97 vs. LSRCX (-37.44). UBVVX return over 5 years is better than : 4.89 vs. LSRCX (-83.86).
| LSRCX | UBVVX | LSRCX / UBVVX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 1.96 | 0.94 | 209% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 10.753 | 6.934 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 8.91B | 4% |
| Annual Yield % from dividends | 3.10 | 1.68 | 185% |
| Returns for 1 year | -37.44 | 7.97 | -470% |
| Returns for 3 years | -62.21 | 18.26 | -341% |
| Returns for 5 years | -83.86 | 4.89 | -1,714% |
| Returns for 10 years | -92.73 | N/A | - |
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