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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$67.83
Change+$1.10 (+1.65%)
VolumeN/A
Net Assets8.91B
Vanguard Small Cap Value Index I
Price$43.10
Change+$0.83 (+1.96%)
VolumeN/A
Net Assets53.62B
UBVCX vs VISVX Comparison Chart
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UBVCX vs. VISVX commentary
Apr 25, 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: 53.6B vs. UBVCX (8.91B). VISVX pays higher dividends than UBVCX: VISVX (2.14) vs UBVCX (1.26). 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 : -3.13 vs. UBVCX (-7.70). UBVCX return over 5 years is better than : 99.08 vs. VISVX (92.39).
| 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 | -10.729 | -10.946 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 53.6B | 17% |
| Annual Yield % from dividends | 1.26 | 2.14 | 59% |
| Returns for 1 year | -7.70 | -3.13 | 245% |
| Returns for 3 years | -10.62 | 4.70 | -226% |
| Returns for 5 years | 99.08 | 92.39 | 107% |
| Returns for 10 years | 26.74 | 68.31 | 39% |
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