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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$79.72
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.03
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
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UBVCX vs VSIAX Comparison Chart
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UBVCX vs. VSIAX commentary
Oct 18, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVCX (10.4B). VSIAX pays higher dividends than UBVCX: VSIAX (2.01) vs UBVCX (0.75). UBVCX was incepted earlier than VSIAX: UBVCX (20 years) vs VSIAX (13 years). UBVCX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (16.00). UBVCX has a lower initial minimum investment than VSIAX: UBVCX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 31.65 vs. UBVCX (20.98). VSIAX return over 5 years is better than : 62.11 vs. UBVCX (44.89).
| UBVCX | VSIAX | UBVCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 11.884 | 14.317 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 58.3B | 18% |
| Annual Yield % from dividends | 0.75 | 2.01 | 37% |
| Returns for 1 year | 20.98 | 31.65 | 66% |
| Returns for 3 years | 6.23 | 17.50 | 36% |
| Returns for 5 years | 44.89 | 62.11 | 72% |
| Returns for 10 years | 63.22 | 122.21 | 52% |
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