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ASVRX vs UBVUX
ASVRX vs UBVUX Comparison
Open Charts ASVRX vs UBVUX
American Century Small Cap Value R
Price$10.52
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets5.39B
Undiscovered Managers Behavioral Val R4
Price$86.09
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets10.57B
ASVRX vs UBVUX Comparison Chart
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ASVRX vs. UBVUX commentary
Jan 24, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 10.6B vs. ASVRX (5.39B). UBVUX pays higher dividends than ASVRX: UBVUX (1.42) vs ASVRX (0.47). ASVRX was incepted earlier than UBVUX: ASVRX (15 years) vs UBVUX (8 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. UBVUX (39.00). UBVUX has a lower initial minimum investment than ASVRX: UBVUX (0) vs ASVRX (2500). UBVUX annual gain was more profitable for investors over the last year : 12.71 vs. ASVRX (7.61). UBVUX return over 5 years is better than : 49.17 vs. ASVRX (39.18).
| ASVRX | UBVUX | ASVRX / UBVUX | |
| 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 | 3.275 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 10.6B | 51% |
| Annual Yield % from dividends | 0.47 | 1.42 | 33% |
| Returns for 1 year | 7.61 | 12.71 | 60% |
| Returns for 3 years | 4.21 | 7.84 | 54% |
| Returns for 5 years | 39.18 | 49.17 | 80% |
| Returns for 10 years | 22.60 | N/A | - |
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