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ASVRX vs UBVVX
ASVRX vs UBVVX Comparison
Open Charts ASVRX vs UBVVX
American Century Small Cap Value R
Price$11.35
Change+$0.18 (+1.61%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R5
Price$92.51
Change+$1.34 (+1.47%)
VolumeN/A
CapitalizationN/A
ASVRX vs UBVVX Comparison Chart
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ASVRX vs. UBVVX commentary
Nov 22, 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 UBVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.6B vs. ASVRX (5.75B). 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). ASVRX annual gain was more profitable for investors over the last year : 26.93 vs. UBVVX (21.35). UBVVX (53.08) and ASVRX (52.26) have equivalent 5 years return.
| 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 | 12.565 | 16.116 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 10.6B | 54% |
| Annual Yield % from dividends | 0.47 | 1.53 | 31% |
| Returns for 1 year | 26.93 | 21.35 | 126% |
| Returns for 3 years | -1.35 | 9.48 | -14% |
| Returns for 5 years | 52.26 | 53.08 | 98% |
| Returns for 10 years | 18.55 | N/A | - |
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