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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$67.83
Change+$1.10 (+1.65%)
VolumeN/A
Net Assets8.91B
Vanguard Small Cap Value Index Admiral
Price$77.22
Change+$1.48 (+1.95%)
VolumeN/A
Net Assets53.62B
UBVCX vs VSIAX Comparison Chart
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UBVCX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. UBVCX (8.91B). VSIAX pays higher dividends than UBVCX: VSIAX (2.27) vs UBVCX (1.26). UBVCX was incepted earlier than VSIAX: UBVCX (21 years) vs VSIAX (14 years). UBVCX (1.86) is less costly to investors than VSIAX (0.07). UBVCX is a more actively managed with annual turnover of: 27.00 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 : -3.10 vs. UBVCX (-7.70). UBVCX return over 5 years is better than : 99.08 vs. VSIAX (92.61).
| UBVCX | VSIAX | UBVCX / VSIAX | |
| Total Expense Ratio | 1.74 | 0.07 | 2,486% |
| Annual Report Gross Expense Ratio | 1.86 | 0.07 | 2,657% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -10.729 | -10.925 | 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 | 2.27 | 56% |
| Returns for 1 year | -7.70 | -3.10 | 248% |
| Returns for 3 years | -10.62 | 4.76 | -223% |
| Returns for 5 years | 99.08 | 92.61 | 107% |
| Returns for 10 years | 26.74 | 68.74 | 39% |
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