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UBVAX vs VSIAX
UBVAX vs VSIAX Comparison
Open Charts UBVAX vs VSIAX
Undiscovered Managers Behavioral Val A
Price$87.65
Change-$0.40 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
UBVAX vs VSIAX Comparison Chart
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VS
VS
UBVAX vs. VSIAX 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 UBVAX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. UBVAX (10.6B). VSIAX pays higher dividends than UBVAX: VSIAX (2.01) vs UBVAX (1.32). UBVAX was incepted earlier than VSIAX: UBVAX (20 years) vs VSIAX (13 years). UBVAX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (16.00). UBVAX has a lower initial minimum investment than VSIAX: UBVAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. UBVAX (19.03). VSIAX return over 5 years is better than : 57.44 vs. UBVAX (45.00).
| UBVAX | VSIAX | UBVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 13.669 | 15.498 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 57.6B | 18% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 19.03 | 28.76 | 66% |
| Returns for 3 years | 4.71 | 13.29 | 35% |
| Returns for 5 years | 45.00 | 57.44 | 78% |
| Returns for 10 years | 67.81 | 108.79 | 62% |