UBVCX
Price
$78.07
Change
+$0.35 (+0.45%)
Updated
Sep 5 closing price
Net Assets
10.08B
VSIAX
Price
$90.62
Change
+$0.38 (+0.42%)
Updated
Sep 5 closing price
Net Assets
59.22B
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UBVCX vs VSIAX

Header iconUBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAXBanner chart's image
Undiscovered Managers Behavioral Val C
Price$78.07
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets10.08B
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
UBVCX vs VSIAX Comparison Chart in %
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UBVCX vs. VSIAX commentary
Sep 06, 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 Buy and VSIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. UBVCX (10.1B). VSIAX pays higher dividends than UBVCX: VSIAX (1.97) vs UBVCX (1.17). 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 : 9.76 vs. UBVCX (2.33). VSIAX return over 5 years is better than : 85.64 vs. UBVCX (81.43).
UBVCXVSIAXUBVCX / VSIAX
Total Expense Ratio1.740.072,486%
Annual Report Gross Expense Ratio1.860.072,657%
Fund Existence21 years14 years-
Gain YTD3.9736.26063%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B59.2B17%
Annual Yield % from dividends1.171.9759%
Returns for 1 year2.339.7624%
Returns for 3 years11.0636.0931%
Returns for 5 years81.4385.6495%
Returns for 10 years53.89116.9346%
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