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LVAQX vs UBVVX
LVAQX vs UBVVX Comparison
Open Charts LVAQX vs UBVVX
LVAQX vs UBVVX Comparison Chart in %
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LVAQX 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 LVAQX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. LVAQX (708M). UBVVX pays higher dividends than LVAQX: UBVVX (1.59) vs LVAQX (1.35). LVAQX was incepted earlier than UBVVX: LVAQX (12 years) vs UBVVX (9 years). LVAQX (1.08) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. LVAQX (33.00). UBVVX has a lower initial minimum investment than LVAQX: UBVVX (0) vs LVAQX (1000). LVAQX annual gain was more profitable for investors over the last year : 23.73 vs. UBVVX (9.60). LVAQX return over 5 years is better than : 46.86 vs. UBVVX (18.82).
| LVAQX | UBVVX | LVAQX / UBVVX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.08 | 0.94 | 115% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 20.933 | 14.187 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 9.02B | 8% |
| Annual Yield % from dividends | 1.35 | 1.59 | 85% |
| Returns for 1 year | 23.73 | 9.60 | 247% |
| Returns for 3 years | 30.61 | 14.27 | 214% |
| Returns for 5 years | 46.86 | 18.82 | 249% |
| Returns for 10 years | 96.38 | N/A | - |
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