Ad is loading...
UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$82.56
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets10.57B
Invesco Small Cap Value A
Price$25.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.87B
UBVRX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBVRX vs. VSCAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.6B vs. VSCAX (6.87B). 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 : 25.10 vs. UBVRX (12.03). VSCAX return over 5 years is better than : 83.47 vs. UBVRX (45.14).
| 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 | 3.252 | 6.763 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.87B | 154% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 12.03 | 25.10 | 48% |
| Returns for 3 years | 6.07 | 38.43 | 16% |
| Returns for 5 years | 45.14 | 83.47 | 54% |
| Returns for 10 years | 64.47 | 34.80 | 185% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ABIAX | 14.27 | 0.12 | +0.85% |
| AB International Value A | |||
| RAFEX | 44.15 | 0.25 | +0.57% |
| American Funds AMCAP R4 | |||
| INSLX | 37.95 | 0.19 | +0.50% |
| Invesco International Small-Mid Com R5 | |||
| CCWSX | 19.53 | 0.09 | +0.46% |
| Baird Chautauqua International Gr Inv | |||
| PEMMX | 14.23 | 0.03 | +0.21% |
| Putnam Emerging Markets Equity A | |||