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ASVRX vs UBVTX
ASVRX vs UBVTX Comparison
Open Charts ASVRX vs UBVTX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$80.15
Change-$3.05 (-3.67%)
VolumeN/A
CapitalizationN/A
ASVRX vs UBVTX Comparison Chart
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ASVRX vs. UBVTX commentary
Dec 19, 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 Hold and UBVTX is a Sell.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.5B vs. ASVRX (5.19B). UBVTX pays higher dividends than ASVRX: UBVTX (1.26) vs ASVRX (0.47). ASVRX was incepted earlier than UBVTX: ASVRX (15 years) vs UBVTX (8 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. UBVTX (39.00). 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 : 10.84 vs. ASVRX (6.29). UBVTX return over 5 years is better than : 41.21 vs. ASVRX (33.69).
| ASVRX | UBVTX | ASVRX / UBVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 4.327 | 9.301 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 10.5B | 49% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 6.29 | 10.84 | 58% |
| Returns for 3 years | -3.43 | 10.17 | -34% |
| Returns for 5 years | 33.69 | 41.21 | 82% |
| Returns for 10 years | 23.23 | N/A | - |
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