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UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$79.67
Change-$1.49 (-1.84%)
VolumeN/A
Net Assets10.23B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
UBVRX vs VSCAX Comparison Chart
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UBVRX vs. VSCAX commentary
Feb 23, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.2B vs. VSCAX (6.59B). UBVRX pays higher dividends than VSCAX: UBVRX (1.06) vs VSCAX (0.48). UBVRX was incepted earlier than VSCAX: UBVRX (12 years) vs VSCAX (26 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 : 14.87 vs. UBVRX (6.57). VSCAX return over 5 years is better than : 73.99 vs. UBVRX (42.88).
| UBVRX | VSCAX | UBVRX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -0.363 | 0.808 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 6.59B | 155% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 6.57 | 14.87 | 44% |
| Returns for 3 years | 1.31 | 27.17 | 5% |
| Returns for 5 years | 42.88 | 73.99 | 58% |
| Returns for 10 years | 52.45 | 17.55 | 299% |
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