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ASVRX vs UBVVX
ASVRX vs UBVVX Comparison
Open Charts ASVRX vs UBVVX
American Century Small Cap Value R
Price$10.18
Change+$0.09 (+0.89%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R5
Price$84.12
Change+$0.69 (+0.83%)
VolumeN/A
CapitalizationN/A
ASVRX vs UBVVX Comparison Chart
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ASVRX vs. UBVVX commentary
Dec 25, 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.1B vs. ASVRX (5.25B). UBVVX pays higher dividends than ASVRX: UBVVX (1.53) vs ASVRX (0.47). ASVRX was incepted earlier than UBVVX: ASVRX (15 years) vs UBVVX (8 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. UBVVX (39.00). UBVVX has a lower initial minimum investment than ASVRX: UBVVX (0) vs ASVRX (2500). UBVVX annual gain was more profitable for investors over the last year : 6.54 vs. ASVRX (0.15). UBVVX return over 5 years is better than : 40.59 vs. ASVRX (31.61).
| ASVRX | UBVVX | ASVRX / UBVVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 0.254 | 6.738 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 10.1B | 52% |
| Annual Yield % from dividends | 0.47 | 1.53 | 31% |
| Returns for 1 year | 0.15 | 6.54 | 2% |
| Returns for 3 years | -2.80 | 6.11 | -46% |
| Returns for 5 years | 31.61 | 40.59 | 78% |
| Returns for 10 years | 16.26 | N/A | - |
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