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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$75.66
Change+$0.38 (+0.50%)
VolumeN/A
Net Assets9.9B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Jul 27, 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 UBVCX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. UBVCX (9.9B). VISVX pays higher dividends than UBVCX: VISVX (1.99) vs UBVCX (1.25). UBVCX was incepted earlier than VISVX: UBVCX (21 years) vs VISVX (27 years). UBVCX (1.86) is less costly to investors than VISVX (0.19). UBVCX is a more actively managed with annual turnover of: 27.00 vs. VISVX (16.00). UBVCX has a lower initial minimum investment than VISVX: UBVCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. UBVCX (-2.20). VISVX (88.78) and UBVCX (86.95) have equivalent 5 years return.
| UBVCX | VISVX | UBVCX / VISVX | |
| Total Expense Ratio | 1.74 | 0.19 | 916% |
| Annual Report Gross Expense Ratio | 1.86 | 0.19 | 979% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 1.217 | 2.868 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.9B | 55.6B | 18% |
| Annual Yield % from dividends | 1.25 | 1.99 | 63% |
| Returns for 1 year | -2.20 | 5.54 | -40% |
| Returns for 3 years | 6.76 | 30.99 | 22% |
| Returns for 5 years | 86.95 | 88.78 | 98% |
| Returns for 10 years | 45.71 | 102.36 | 45% |
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