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UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$80.67
Change-$0.82 (-1.01%)
VolumeN/A
Net Assets9.84B
Invesco Small Cap Value A
Price$25.55
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.5B
UBVRX vs VSCAX Comparison Chart in %
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UBVRX vs. VSCAX commentary
Sep 26, 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: 9.84B vs. VSCAX (7.5B). UBVRX pays higher dividends than VSCAX: UBVRX (1.26) 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 (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVRX (27.00). 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 : 7.66 vs. UBVRX (0.02). VSCAX return over 5 years is better than : 139.01 vs. UBVRX (100.10).
| UBVRX | VSCAX | UBVRX / VSCAX | |
| Total Expense Ratio | 1.55 | 1.12 | 138% |
| Annual Report Gross Expense Ratio | 1.62 | 1.12 | 145% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 1.913 | 9.358 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 7.5B | 131% |
| Annual Yield % from dividends | 1.26 | 0.32 | 388% |
| Returns for 1 year | 0.02 | 7.66 | 0% |
| Returns for 3 years | 19.29 | 64.05 | 30% |
| Returns for 5 years | 100.10 | 139.01 | 72% |
| Returns for 10 years | 64.10 | 50.80 | 126% |
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