Ad is loading...
UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$74.28
Change+$0.56 (+0.76%)
VolumeN/A
Net Assets10.16B
Vanguard Small Cap Value Index Admiral
Price$84.96
Change+$0.78 (+0.93%)
VolumeN/A
Net Assets60.22B
UBVCX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBVCX vs. VSIAX commentary
Mar 01, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. UBVCX (10.2B). VSIAX pays higher dividends than UBVCX: VSIAX (2.01) vs UBVCX (0.75). UBVCX was incepted earlier than VSIAX: UBVCX (21 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 : 9.64 vs. UBVCX (6.30). VSIAX return over 5 years is better than : 69.70 vs. UBVCX (61.17).
| UBVCX | VSIAX | UBVCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | -0.468 | -0.164 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 60.2B | 17% |
| Annual Yield % from dividends | 0.75 | 2.01 | 37% |
| Returns for 1 year | 6.30 | 9.64 | 65% |
| Returns for 3 years | -3.41 | 15.45 | -22% |
| Returns for 5 years | 61.17 | 69.70 | 88% |
| Returns for 10 years | 45.56 | 90.33 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers