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UBVLX vs VISVX
UBVLX vs VISVX Comparison
Open Charts UBVLX vs VISVX
Undiscovered Managers Behavioral Val L
Price$86.79
Change+$0.40 (+0.46%)
VolumeN/A
Net Assets10.56B
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
UBVLX vs VISVX Comparison Chart
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UBVLX vs. VISVX 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 UBVLX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVLX (10.6B). VISVX pays higher dividends than UBVLX: VISVX (1.90) vs UBVLX (1.52). UBVLX was incepted earlier than VISVX: UBVLX (26 years) vs VISVX (27 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 : 18.46 vs. UBVLX (15.19). VISVX return over 5 years is better than : 50.22 vs. UBVLX (46.87).
| UBVLX | VISVX | UBVLX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 3.199 | 3.197 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 58.3B | 18% |
| Annual Yield % from dividends | 1.52 | 1.90 | 80% |
| Returns for 1 year | 15.19 | 18.46 | 82% |
| Returns for 3 years | 4.44 | 16.97 | 26% |
| Returns for 5 years | 46.87 | 50.22 | 93% |
| Returns for 10 years | 81.75 | 109.01 | 75% |
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