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ASVRX vs UBVSX
ASVRX vs UBVSX Comparison
Open Charts ASVRX vs UBVSX
American Century Small Cap Value R
Price$11.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val I
Price$91.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ASVRX vs UBVSX Comparison Chart
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ASVRX vs. UBVSX commentary
Nov 14, 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 UBVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 10.7B vs. ASVRX (5.89B). UBVSX pays higher dividends than ASVRX: UBVSX (1.45) vs ASVRX (0.47). ASVRX was incepted earlier than UBVSX: ASVRX (15 years) vs UBVSX (12 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. UBVSX (39.00). ASVRX has a lower initial minimum investment than UBVSX: ASVRX (2500) vs UBVSX (1000000). ASVRX annual gain was more profitable for investors over the last year : 26.68 vs. UBVSX (20.23). ASVRX (50.34) and UBVSX (49.46) have equivalent 5 years return.
| ASVRX | UBVSX | ASVRX / UBVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 12.466 | 15.533 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.89B | 10.7B | 55% |
| Annual Yield % from dividends | 0.47 | 1.45 | 32% |
| Returns for 1 year | 26.68 | 20.23 | 132% |
| Returns for 3 years | -2.35 | 7.61 | -31% |
| Returns for 5 years | 50.34 | 49.46 | 102% |
| Returns for 10 years | 19.80 | 75.60 | 26% |
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