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ASVRX vs UBVTX
ASVRX vs UBVTX Comparison
Open Charts ASVRX vs UBVTX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Undiscovered Managers Behavioral Val R3
Price$82.64
Change+$0.38 (+0.46%)
VolumeN/A
Net Assets10.56B
ASVRX vs UBVTX Comparison Chart
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ASVRX vs. UBVTX commentary
Jan 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 Hold and UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.6B vs. ASVRX (5.4B). 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 : 14.59 vs. ASVRX (9.73). UBVTX return over 5 years is better than : 43.21 vs. ASVRX (36.69).
| 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 | 3.748 | 3.184 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 10.6B | 51% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 9.73 | 14.59 | 67% |
| Returns for 3 years | 0.30 | 2.76 | 11% |
| Returns for 5 years | 36.69 | 43.21 | 85% |
| Returns for 10 years | 25.46 | N/A | - |
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