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UBVLX vs VSIAX
UBVLX vs VSIAX Comparison
Open Charts UBVLX vs VSIAX
Undiscovered Managers Behavioral Val L
Price$85.97
Change-$0.85 (-0.98%)
VolumeN/A
Net Assets9.91B
Vanguard Small Cap Value Index Admiral
Price$89.71
Change-$0.83 (-0.92%)
VolumeN/A
Net Assets59.14B
UBVLX vs VSIAX Comparison Chart in %
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VS
UBVLX vs. VSIAX commentary
Oct 09, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. UBVLX (9.91B). VSIAX pays higher dividends than UBVLX: VSIAX (2.00) vs UBVLX (1.78). UBVLX was incepted earlier than VSIAX: UBVLX (27 years) vs VSIAX (14 years). UBVLX (0.95) is less costly to investors than VSIAX (0.07). UBVLX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than UBVLX: VSIAX (3000) vs UBVLX (3000000). VSIAX annual gain was more profitable for investors over the last year : 6.96 vs. UBVLX (1.67). UBVLX (82.31) and VSIAX (79.84) have equivalent 5 years return.
| UBVLX | VSIAX | UBVLX / VSIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 3.234 | 6.719 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 59.1B | 17% |
| Annual Yield % from dividends | 1.78 | 2.00 | 89% |
| Returns for 1 year | 1.67 | 6.96 | 24% |
| Returns for 3 years | 20.23 | 44.71 | 45% |
| Returns for 5 years | 82.31 | 79.84 | 103% |
| Returns for 10 years | 64.96 | 114.39 | 57% |
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