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UBVLX vs VISVX
UBVLX vs VISVX Comparison
Open Charts UBVLX vs VISVX
Undiscovered Managers Behavioral Val L
Price$88.12
Change-$0.95 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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UBVLX vs VISVX Comparison Chart
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UBVLX vs. VISVX commentary
Sep 21, 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 UBVLX is a Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. UBVLX (10.2B). VISVX pays higher dividends than UBVLX: VISVX (1.90) vs UBVLX (1.52). UBVLX was incepted earlier than VISVX: UBVLX (26 years) vs VISVX (26 years). UBVLX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than UBVLX: VISVX (3000) vs UBVLX (3000000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. UBVLX (16.24). VISVX return over 5 years is better than : 56.98 vs. UBVLX (48.56).
| UBVLX | VISVX | UBVLX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 9.992 | 11.310 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 57.3B | 18% |
| Annual Yield % from dividends | 1.52 | 1.90 | 80% |
| Returns for 1 year | 16.24 | 25.80 | 63% |
| Returns for 3 years | 13.52 | 21.42 | 63% |
| Returns for 5 years | 48.56 | 56.98 | 85% |
| Returns for 10 years | 72.15 | 108.54 | 66% |
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