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ASVRX vs UBVTX
ASVRX vs UBVTX Comparison
Open Charts ASVRX vs UBVTX
American Century Small Cap Value R
Price$11.18
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$86.48
Change-$0.39 (-0.45%)
VolumeN/A
CapitalizationN/A
ASVRX vs UBVTX Comparison Chart
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ASVRX vs. UBVTX commentary
Nov 18, 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 UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.6B vs. ASVRX (5.77B). 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). ASVRX annual gain was more profitable for investors over the last year : 26.01 vs. UBVTX (18.85). ASVRX return over 5 years is better than : 48.22 vs. UBVTX (44.49).
| 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 | 10.879 | 13.610 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 10.6B | 54% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 26.01 | 18.85 | 138% |
| Returns for 3 years | -4.06 | 4.37 | -93% |
| Returns for 5 years | 48.22 | 44.49 | 108% |
| Returns for 10 years | 18.23 | N/A | - |
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