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UBVFX vs VSCAX
UBVFX vs VSCAX Comparison
Open Charts UBVFX vs VSCAX
Undiscovered Managers Behavioral Val R6
Price$86.98
Change+$0.40 (+0.46%)
VolumeN/A
Net Assets10.56B
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
UBVFX vs VSCAX Comparison Chart
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UBVFX vs. VSCAX commentary
Jan 19, 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 UBVFX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.6B vs. VSCAX (6.72B). 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 : 25.28 vs. UBVFX (15.32). VSCAX return over 5 years is better than : 74.58 vs. UBVFX (47.53).
| 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 | 3.204 | 4.892 | 65% |
| 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 | 6.72B | 158% |
| Annual Yield % from dividends | 1.61 | 0.48 | 337% |
| Returns for 1 year | 15.32 | 25.28 | 61% |
| Returns for 3 years | 4.69 | 30.32 | 15% |
| Returns for 5 years | 47.53 | 74.58 | 64% |
| Returns for 10 years | 83.38 | 35.60 | 234% |
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