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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$69.68
Change-$0.45 (-0.64%)
VolumeN/A
Net Assets9.26B
Vanguard Small Cap Value Index Admiral
Price$80.37
Change-$0.30 (-0.37%)
VolumeN/A
Net Assets51.69B
UBVCX vs VSIAX Comparison Chart
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UBVCX vs. VSIAX commentary
May 24, 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: 51.7B vs. UBVCX (9.26B). VSIAX pays higher dividends than UBVCX: VSIAX (2.34) vs UBVCX (1.34). 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 : 0.53 vs. UBVCX (-5.19). UBVCX (92.59) and VSIAX (90.20) 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 | -6.662 | -5.045 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 51.7B | 18% |
| Annual Yield % from dividends | 1.34 | 2.34 | 57% |
| Returns for 1 year | -5.19 | 0.53 | -987% |
| Returns for 3 years | -3.68 | 18.65 | -20% |
| Returns for 5 years | 92.59 | 90.20 | 103% |
| Returns for 10 years | 31.04 | 78.51 | 40% |
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