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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$74.58
Change-$2.83 (-3.66%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
UBVCX vs VSIAX Comparison Chart
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UBVCX vs. VSIAX commentary
Dec 19, 2024
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 Sell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. UBVCX (10.5B). 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 : 16.23 vs. UBVCX (10.14). VSIAX return over 5 years is better than : 52.83 vs. UBVCX (36.81).
| 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 | 8.615 | 15.031 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 63B | 17% |
| Annual Yield % from dividends | 0.75 | 2.01 | 37% |
| Returns for 1 year | 10.14 | 16.23 | 62% |
| Returns for 3 years | 8.00 | 20.67 | 39% |
| Returns for 5 years | 36.81 | 52.83 | 70% |
| Returns for 10 years | 53.36 | 105.65 | 51% |
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