Ad is loading...
UBVAX vs VSIAX
UBVAX vs VSIAX Comparison
Open Charts UBVAX vs VSIAX
Undiscovered Managers Behavioral Val A
Price$84.60
Change+$1.11 (+1.33%)
VolumeN/A
Net Assets10.56B
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
UBVAX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBVAX vs. VSIAX commentary
Jan 31, 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 UBVAX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVAX (10.6B). VSIAX pays higher dividends than UBVAX: VSIAX (2.01) vs UBVAX (1.32). UBVAX was incepted earlier than VSIAX: UBVAX (21 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 : 17.45 vs. UBVAX (13.95). VSIAX return over 5 years is better than : 57.90 vs. UBVAX (53.59).
| UBVAX | VSIAX | UBVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 4.226 | 3.440 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 58.3B | 18% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 13.95 | 17.45 | 80% |
| Returns for 3 years | 7.88 | 21.69 | 36% |
| Returns for 5 years | 53.59 | 57.90 | 93% |
| Returns for 10 years | 72.57 | 107.64 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CPER | 27.17 | 0.27 | +1.00% |
| United States Copper Index | |||
| ROBT | 47.30 | 0.29 | +0.62% |
| FT Nasdaq Artfcl Intllgnc and Rbtc ETF | |||
| FEBZ | 35.34 | 0.13 | +0.38% |
| TrueShares Structured OutcomeFebruaryETF | |||
| BOTZ | 33.45 | 0.12 | +0.36% |
| Global X Robotics & Artfcl Intllgnc ETF | |||
| PDBA | 36.86 | -0.29 | -0.78% |
| Invesco Agriculture Cmdty Str No K-1ETF | |||