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UBVLX vs VSIAX
UBVLX vs VSIAX Comparison
Open Charts UBVLX vs VSIAX
Undiscovered Managers Behavioral Val L
Price$90.93
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
UBVLX vs VSIAX Comparison Chart
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UBVLX vs. VSIAX commentary
Nov 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 UBVLX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. UBVLX (10.6B). VSIAX pays higher dividends than UBVLX: VSIAX (2.01) vs UBVLX (1.52). UBVLX was incepted earlier than VSIAX: UBVLX (26 years) vs VSIAX (13 years). UBVLX is a more actively managed with annual turnover of: 39.00 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 : 28.76 vs. UBVLX (19.71). VSIAX return over 5 years is better than : 57.44 vs. UBVLX (48.22).
| UBVLX | VSIAX | UBVLX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 14.005 | 15.498 | 90% |
| 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 | 57.6B | 18% |
| Annual Yield % from dividends | 1.52 | 2.01 | 76% |
| Returns for 1 year | 19.71 | 28.76 | 69% |
| Returns for 3 years | 6.05 | 13.29 | 46% |
| Returns for 5 years | 48.22 | 57.44 | 84% |
| Returns for 10 years | 75.25 | 108.79 | 69% |
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