Ad is loading...
Ad is loading...
UBVRX vs VSIAX
UBVRX vs VSIAX Comparison
Open Charts UBVRX vs VSIAX
Undiscovered Managers Behavioral Val R2
Price$87.78
Change+$1.27 (+1.47%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
UBVRX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBVRX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. UBVRX (10.6B). VSIAX pays higher dividends than UBVRX: VSIAX (2.01) vs UBVRX (1.06). UBVRX was incepted earlier than VSIAX: UBVRX (12 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 : 30.11 vs. UBVRX (20.17). VSIAX return over 5 years is better than : 62.31 vs. UBVRX (47.72).
| UBVRX | VSIAX | UBVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 15.454 | 17.784 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 57.6B | 18% |
| Annual Yield % from dividends | 1.06 | 2.01 | 53% |
| Returns for 1 year | 20.17 | 30.11 | 67% |
| Returns for 3 years | 7.19 | 16.99 | 42% |
| Returns for 5 years | 47.72 | 62.31 | 77% |
| Returns for 10 years | 65.01 | 110.46 | 59% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KBWP | 123.33 | 2.09 | +1.72% |
| Invesco KBW Property & Casualty Ins ETF | |||
| USCL | 71.37 | 0.42 | +0.60% |
| iShares Climate Conscious &TrnMSCIUSAETF | |||
| PLTM | 9.32 | 0.02 | +0.27% |
| GraniteShares Platinum Trust | |||
| BSMT | 23.08 | 0.04 | +0.17% |
| Invesco BulletShares 2029 Muncpl Bd ETF | |||
| AWEG | 26.15 | N/A | N/A |
| Alger Weatherbie Enduring Growth ETF | |||