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UBVRX vs VSIAX
UBVRX vs VSIAX Comparison
Open Charts UBVRX vs VSIAX
Undiscovered Managers Behavioral Val R2
Price$83.61
Change-$0.90 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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UBVRX vs VSIAX Comparison Chart
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UBVRX vs. VSIAX commentary
Sep 21, 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 Sell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. UBVRX (10.2B). VSIAX pays higher dividends than UBVRX: VSIAX (2.01) vs UBVRX (1.06). UBVRX was incepted earlier than VSIAX: UBVRX (11 years) vs VSIAX (13 years). UBVRX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (16.00). UBVRX has a lower initial minimum investment than VSIAX: UBVRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. UBVRX (15.10). VSIAX return over 5 years is better than : 55.85 vs. UBVRX (43.31).
| UBVRX | VSIAX | UBVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.496 | 10.460 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 57.3B | 18% |
| Annual Yield % from dividends | 1.06 | 2.01 | 53% |
| Returns for 1 year | 15.10 | 21.77 | 69% |
| Returns for 3 years | 11.13 | 17.82 | 62% |
| Returns for 5 years | 43.31 | 55.85 | 78% |
| Returns for 10 years | 60.41 | 102.73 | 59% |
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