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UBVRX vs VISVX
UBVRX vs VISVX Comparison
Open Charts UBVRX vs VISVX
Undiscovered Managers Behavioral Val R2
Price$83.61
Change-$0.90 (-1.06%)
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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UBVRX vs VISVX Comparison Chart
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UBVRX 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 UBVRX is a Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. UBVRX (10.2B). VISVX pays higher dividends than UBVRX: VISVX (1.90) vs UBVRX (1.06). UBVRX was incepted earlier than VISVX: UBVRX (11 years) vs VISVX (26 years). UBVRX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). UBVRX has a lower initial minimum investment than VISVX: UBVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. UBVRX (15.10). VISVX return over 5 years is better than : 56.98 vs. UBVRX (43.31).
| UBVRX | VISVX | UBVRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 9.496 | 11.310 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 57.3B | 18% |
| Annual Yield % from dividends | 1.06 | 1.90 | 56% |
| Returns for 1 year | 15.10 | 25.80 | 59% |
| Returns for 3 years | 11.13 | 21.42 | 52% |
| Returns for 5 years | 43.31 | 56.98 | 76% |
| Returns for 10 years | 60.41 | 108.54 | 56% |
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