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ASVRX vs UBVRX
ASVRX vs UBVRX Comparison
Open Charts ASVRX vs UBVRX
American Century Small Cap Value R
Price$11.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R2
Price$87.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ASVRX vs UBVRX Comparison Chart
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ASVRX vs. UBVRX commentary
Nov 22, 2024
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 ASVRX is a Buy and UBVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.6B vs. ASVRX (5.75B). UBVRX pays higher dividends than ASVRX: UBVRX (1.06) vs ASVRX (0.47). ASVRX was incepted earlier than UBVRX: ASVRX (15 years) vs UBVRX (12 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. UBVRX (39.00). UBVRX has a lower initial minimum investment than ASVRX: UBVRX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 26.93 vs. UBVRX (20.17). ASVRX return over 5 years is better than : 52.26 vs. UBVRX (47.72).
| ASVRX | UBVRX | ASVRX / UBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 12.565 | 15.454 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 10.6B | 54% |
| Annual Yield % from dividends | 0.47 | 1.06 | 45% |
| Returns for 1 year | 26.93 | 20.17 | 134% |
| Returns for 3 years | -1.35 | 7.19 | -19% |
| Returns for 5 years | 52.26 | 47.72 | 110% |
| Returns for 10 years | 18.55 | 65.01 | 29% |
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