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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$70.43
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets8.88B
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Nov 20, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVCX (8.88B). VISVX pays higher dividends than UBVCX: VISVX (1.90) vs UBVCX (1.23). UBVCX was incepted earlier than VISVX: UBVCX (21 years) vs VISVX (28 years). UBVCX (1.86) is less costly to investors than VISVX (0.19). UBVCX is a more actively managed with annual turnover of: 35.00 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 : -1.93 vs. UBVCX (-11.47). VISVX return over 5 years is better than : 55.92 vs. UBVCX (34.01).
| 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 | 28 years | - |
| Gain YTD | -5.779 | 2.266 | -255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 58.3B | 15% |
| Annual Yield % from dividends | 1.23 | 1.90 | 65% |
| Returns for 1 year | -11.47 | -1.93 | 594% |
| Returns for 3 years | -4.40 | 24.30 | -18% |
| Returns for 5 years | 34.01 | 55.92 | 61% |
| Returns for 10 years | 32.35 | 104.09 | 31% |
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