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UBVFX vs VSCAX
UBVFX vs VSCAX Comparison
Open Charts UBVFX vs VSCAX
Undiscovered Managers Behavioral Val R6
Price$87.89
Change-$1.07 (-1.20%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$24.13
Change-$0.38 (-1.55%)
VolumeN/A
CapitalizationN/A
UBVFX vs VSCAX Comparison Chart
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UBVFX vs. VSCAX commentary
Dec 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 Sell and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.6B vs. VSCAX (6.61B). UBVFX pays higher dividends than VSCAX: UBVFX (1.61) vs VSCAX (0.48). UBVFX was incepted earlier than VSCAX: UBVFX (12 years) vs VSCAX (26 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 : 22.21 vs. UBVFX (11.54). VSCAX return over 5 years is better than : 70.83 vs. UBVFX (45.45).
| UBVFX | VSCAX | UBVFX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 9.972 | 19.204 | 52% |
| 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 | 6.61B | 160% |
| Annual Yield % from dividends | 1.61 | 0.48 | 337% |
| Returns for 1 year | 11.54 | 22.21 | 52% |
| Returns for 3 years | 12.24 | 40.10 | 31% |
| Returns for 5 years | 45.45 | 70.83 | 64% |
| Returns for 10 years | 73.56 | 25.79 | 285% |
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