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UBVFX vs VSCAX
UBVFX vs VSCAX Comparison
Open Charts UBVFX vs VSCAX
Undiscovered Managers Behavioral Val R6
Price$91.19
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
UBVFX vs VSCAX Comparison Chart
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UBVFX vs. VSCAX commentary
Nov 18, 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 UBVFX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.6B vs. VSCAX (6.22B). UBVFX pays higher dividends than VSCAX: UBVFX (1.61) vs VSCAX (0.48). UBVFX was incepted earlier than VSCAX: UBVFX (12 years) vs VSCAX (25 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. UBVFX (39.00). VSCAX has a lower initial minimum investment than UBVFX: VSCAX (1000) vs UBVFX (15000000). VSCAX annual gain was more profitable for investors over the last year : 35.27 vs. UBVFX (19.84). VSCAX return over 5 years is better than : 82.06 vs. UBVFX (48.87).
| UBVFX | VSCAX | UBVFX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 14.102 | 25.800 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.22B | 170% |
| Annual Yield % from dividends | 1.61 | 0.48 | 337% |
| Returns for 1 year | 19.84 | 35.27 | 56% |
| Returns for 3 years | 6.30 | 15.35 | 41% |
| Returns for 5 years | 48.87 | 82.06 | 60% |
| Returns for 10 years | 76.82 | 16.18 | 475% |
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