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LSRCX vs UBVVX
LSRCX vs UBVVX Comparison
Open Charts LSRCX vs UBVVX
Lord Abbett Small Cap Value C
Price$0.99
Change-$0.88 (-47.06%)
VolumeN/A
Net Assets384.78M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
LSRCX vs UBVVX Comparison Chart in %
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LSRCX vs. UBVVX commentary
Feb 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. LSRCX (385M). LSRCX pays higher dividends than UBVVX: LSRCX (3.17) vs UBVVX (1.73). 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: 42.00 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 : -1.54 vs. LSRCX (-46.20). UBVVX return over 5 years is better than : 25.41 vs. LSRCX (-82.18).
| 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 | 6.452 | 5.130 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 8.97B | 4% |
| Annual Yield % from dividends | 3.17 | 1.73 | 183% |
| Returns for 1 year | -46.20 | -1.54 | 3,006% |
| Returns for 3 years | -65.50 | 4.94 | -1,326% |
| Returns for 5 years | -82.18 | 25.41 | -323% |
| Returns for 10 years | -91.86 | N/A | - |
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