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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$70.52
Change-$1.32 (-1.84%)
VolumeN/A
Net Assets9.5B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
UBVCX vs VSIAX Comparison Chart
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UBVCX vs. VSIAX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. UBVCX (9.5B). VSIAX pays higher dividends than UBVCX: VSIAX (2.23) vs UBVCX (1.28). 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 : 5.51 vs. UBVCX (1.27). VSIAX (83.56) and UBVCX (80.39) have equivalent 5 years return.
| 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 | -3.893 | -2.752 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.5B | 54B | 18% |
| Annual Yield % from dividends | 1.28 | 2.23 | 57% |
| Returns for 1 year | 1.27 | 5.51 | 23% |
| Returns for 3 years | 4.34 | 28.21 | 15% |
| Returns for 5 years | 80.39 | 83.56 | 96% |
| Returns for 10 years | 33.40 | 83.37 | 40% |
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