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LRSSX vs UBVVX
LRSSX vs UBVVX Comparison
Open Charts LRSSX vs UBVVX
Lord Abbett Small Cap Value R4
Price$15.43
Change+$0.30 (+1.98%)
VolumeN/A
Net Assets384.78M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
LRSSX vs UBVVX Comparison Chart in %
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LRSSX vs. UBVVX commentary
Feb 05, 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. LRSSX (385M). UBVVX pays higher dividends than LRSSX: UBVVX (1.73) vs LRSSX (0.22). 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: 42.00 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 : 0.89 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. LRSSX (-3.56).
| 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 | 6.634 | 5.130 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 8.97B | 4% |
| Annual Yield % from dividends | 0.22 | 1.73 | 13% |
| Returns for 1 year | 0.89 | -1.54 | -58% |
| Returns for 3 years | 10.09 | 4.94 | 204% |
| Returns for 5 years | -3.56 | 25.41 | -14% |
| Returns for 10 years | -17.31 | N/A | - |
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