Interact to see
Advertisement
Advertisement
LSRCX vs UBVVX
LSRCX vs UBVVX Comparison
Open Charts LSRCX vs UBVVX
LSRCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSRCX vs. UBVVX commentary
Jul 14, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.04B vs. LSRCX (406M). LSRCX pays higher dividends than UBVVX: LSRCX (3.00) vs UBVVX (1.61). 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 : 5.69 vs. LSRCX (-40.37). UBVVX return over 5 years is better than : 18.47 vs. LSRCX (-81.85).
| 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 | 16.129 | 13.279 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 9.04B | 4% |
| Annual Yield % from dividends | 3.00 | 1.61 | 186% |
| Returns for 1 year | -40.37 | 5.69 | -710% |
| Returns for 3 years | -62.86 | 20.16 | -312% |
| Returns for 5 years | -81.85 | 18.47 | -443% |
| Returns for 10 years | -92.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement