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UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$79.29
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets9.51B
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
UBVRX vs VSCAX Comparison Chart in %
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UBVRX vs. VSCAX commentary
Oct 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 UBVRX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.51B vs. VSCAX (7.51B). UBVRX pays higher dividends than VSCAX: UBVRX (1.28) vs VSCAX (0.32). UBVRX was incepted earlier than VSCAX: UBVRX (12 years) vs VSCAX (26 years). UBVRX (1.62) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVRX (35.00). UBVRX has a lower initial minimum investment than VSCAX: UBVRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. UBVRX (-5.63). VSCAX return over 5 years is better than : 106.26 vs. UBVRX (70.74).
| UBVRX | VSCAX | UBVRX / VSCAX | |
| Total Expense Ratio | 1.55 | 1.10 | 141% |
| Annual Report Gross Expense Ratio | 1.62 | 1.10 | 147% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -0.838 | 8.932 | -9% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 7.51B | 127% |
| Annual Yield % from dividends | 1.28 | 0.32 | 406% |
| Returns for 1 year | -5.63 | 2.33 | -242% |
| Returns for 3 years | 8.79 | 49.64 | 18% |
| Returns for 5 years | 70.74 | 106.26 | 67% |
| Returns for 10 years | 48.92 | 39.02 | 125% |
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