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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$75.05
Change+$1.04 (+1.41%)
VolumeN/A
Net Assets9.51B
Vanguard Small Cap Value Index Admiral
Price$89.57
Change+$1.13 (+1.28%)
VolumeN/A
Net Assets59.14B
UBVCX vs VSIAX Comparison Chart in %
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UBVCX vs. VSIAX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. UBVCX (9.51B). VSIAX pays higher dividends than UBVCX: VSIAX (2.00) vs UBVCX (1.19). 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: 35.00 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 : 0.93 vs. UBVCX (-5.99). VSIAX return over 5 years is better than : 77.77 vs. UBVCX (67.27).
| 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 | -0.990 | 4.244 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 59.1B | 16% |
| Annual Yield % from dividends | 1.19 | 2.00 | 60% |
| Returns for 1 year | -5.99 | 0.93 | -643% |
| Returns for 3 years | 7.23 | 37.50 | 19% |
| Returns for 5 years | 67.27 | 77.77 | 86% |
| Returns for 10 years | 42.72 | 108.90 | 39% |
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