UBVCX
Price
$75.30
Change
-$0.77 (-1.01%)
Updated
Sep 25 closing price
Net Assets
9.84B
VISVX
Price
$49.65
Change
-$0.50 (-1.00%)
Updated
Sep 25 closing price
Net Assets
59.22B
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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$75.30
Change-$0.77 (-1.01%)
VolumeN/A
Net Assets9.84B
Vanguard Small Cap Value Index I
Price$49.65
Change-$0.50 (-1.00%)
VolumeN/A
Net Assets59.22B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Sep 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 Buy and VISVX is a Hold.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. UBVCX (9.84B). 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 : 5.79 vs. UBVCX (-0.36). VISVX (96.43) and UBVCX (96.06) have equivalent 5 years return.
UBVCXVISVXUBVCX / VISVX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.860.19979%
Fund Existence21 years27 years-
Gain YTD1.7665.77931%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets9.84B59.2B17%
Annual Yield % from dividends1.171.8663%
Returns for 1 year-0.365.79-6%
Returns for 3 years17.5747.5137%
Returns for 5 years96.0696.43100%
Returns for 10 years57.26128.1345%
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