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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$78.07
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets10.08B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Sep 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. UBVCX (10.1B). VISVX pays higher dividends than UBVCX: VISVX (1.86) vs UBVCX (1.17). 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 : 9.73 vs. UBVCX (2.33). VISVX (85.43) and UBVCX (81.43) 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 | 3.973 | 6.222 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 59.2B | 17% |
| Annual Yield % from dividends | 1.17 | 1.86 | 63% |
| Returns for 1 year | 2.33 | 9.73 | 24% |
| Returns for 3 years | 11.06 | 36.01 | 31% |
| Returns for 5 years | 81.43 | 85.43 | 95% |
| Returns for 10 years | 53.89 | 116.52 | 46% |
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