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UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$87.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
UBVRX vs VSCAX Comparison Chart
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UBVRX vs. VSCAX commentary
Nov 22, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.6B vs. VSCAX (6.34B). UBVRX pays higher dividends than VSCAX: UBVRX (1.06) vs VSCAX (0.48). UBVRX was incepted earlier than VSCAX: UBVRX (12 years) vs VSCAX (25 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. UBVRX (39.00). 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 : 38.73 vs. UBVRX (20.17). VSCAX return over 5 years is better than : 91.82 vs. UBVRX (47.72).
| UBVRX | VSCAX | UBVRX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 15.454 | 30.576 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.34B | 167% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 20.17 | 38.73 | 52% |
| Returns for 3 years | 7.19 | 22.47 | 32% |
| Returns for 5 years | 47.72 | 91.82 | 52% |
| Returns for 10 years | 65.01 | 18.09 | 359% |
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