UBVCX
Price
$75.66
Change
+$0.42 (+0.56%)
Updated
Jul 3 closing price
Net Assets
9.95B
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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UBVCX vs VISVX

Header iconUBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVXBanner chart's image
Undiscovered Managers Behavioral Val C
Price$75.66
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets9.95B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. UBVCX (9.95B). 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 : 11.64 vs. UBVCX (6.88). UBVCX (95.30) and VISVX (94.00) have equivalent 5 years return.
UBVCXVISVXUBVCX / VISVX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.860.19979%
Fund Existence21 years27 years-
Gain YTD1.2172.02460%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets9.95B54B18%
Annual Yield % from dividends1.251.9963%
Returns for 1 year6.8811.6459%
Returns for 3 years9.8734.7628%
Returns for 5 years95.3094.00101%
Returns for 10 years42.8896.1145%
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