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UBVAX vs VISVX
UBVAX vs VISVX Comparison
Open Charts UBVAX vs VISVX
Undiscovered Managers Behavioral Val A
Price$85.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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UBVAX vs VISVX Comparison Chart
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UBVAX vs. VISVX commentary
Sep 21, 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 UBVAX is a Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. UBVAX (10.1B). VISVX pays higher dividends than UBVAX: VISVX (1.90) vs UBVAX (1.32). UBVAX was incepted earlier than VISVX: UBVAX (20 years) vs VISVX (26 years). UBVAX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). UBVAX has a lower initial minimum investment than VISVX: UBVAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. UBVAX (15.60). VISVX return over 5 years is better than : 55.70 vs. UBVAX (45.35).
| UBVAX | VISVX | UBVAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 9.739 | 10.404 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 57.3B | 18% |
| Annual Yield % from dividends | 1.32 | 1.90 | 69% |
| Returns for 1 year | 15.60 | 21.73 | 72% |
| Returns for 3 years | 12.09 | 17.75 | 68% |
| Returns for 5 years | 45.35 | 55.70 | 81% |
| Returns for 10 years | 64.82 | 102.10 | 63% |
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