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ASVRX vs UBVTX
ASVRX vs UBVTX Comparison
Open Charts ASVRX vs UBVTX
American Century Small Cap Value R
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets4.09B
Undiscovered Managers Behavioral Val R3
Price$79.58
Change+$0.43 (+0.54%)
VolumeN/A
Net Assets9.51B
ASVRX vs UBVTX Comparison Chart in %
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ASVRX vs. UBVTX commentary
Oct 19, 2025
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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.51B vs. ASVRX (4.09B). UBVTX pays higher dividends than ASVRX: UBVTX (1.48) vs ASVRX (0.41). ASVRX was incepted earlier than UBVTX: ASVRX (16 years) vs UBVTX (9 years). ASVRX (1.58) is less costly to investors than UBVTX (1.36). ASVRX is a more actively managed with annual turnover of: 39.00 vs. UBVTX (35.00). UBVTX has a lower initial minimum investment than ASVRX: UBVTX (0) vs ASVRX (2500). UBVTX annual gain was more profitable for investors over the last year : -5.39 vs. ASVRX (-13.88). UBVTX return over 5 years is better than : 72.52 vs. ASVRX (40.55).
| ASVRX | UBVTX | ASVRX / UBVTX | |
| Total Expense Ratio | 1.58 | 1.30 | 122% |
| Annual Report Gross Expense Ratio | 1.58 | 1.36 | 116% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -6.492 | -0.637 | 1,019% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 9.51B | 43% |
| Annual Yield % from dividends | 0.41 | 1.48 | 28% |
| Returns for 1 year | -13.88 | -5.39 | 258% |
| Returns for 3 years | 8.87 | 9.39 | 94% |
| Returns for 5 years | 40.55 | 72.52 | 56% |
| Returns for 10 years | 10.25 | N/A | - |
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