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UBVAX vs VSIAX
UBVAX vs VSIAX Comparison
Open Charts UBVAX vs VSIAX
Undiscovered Managers Behavioral Val A
Price$81.27
Change-$3.08 (-3.65%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
UBVAX vs VSIAX Comparison Chart
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UBVAX vs. VSIAX commentary
Dec 19, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. UBVAX (10.5B). 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 : 10.31 vs. UBVAX (5.12). VSIAX return over 5 years is better than : 46.43 vs. UBVAX (36.18).
| 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 | 5.395 | 10.681 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 63B | 17% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 5.12 | 10.31 | 50% |
| Returns for 3 years | 6.50 | 16.10 | 40% |
| Returns for 5 years | 36.18 | 46.43 | 78% |
| Returns for 10 years | 58.60 | 97.87 | 60% |
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