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UBVSX vs VISVX
UBVSX vs VISVX Comparison
Open Charts UBVSX vs VISVX
Undiscovered Managers Behavioral Val I
Price$87.65
Change-$0.94 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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UBVSX vs VISVX Comparison Chart
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UBVSX vs. VISVX 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 UBVSX is a Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. UBVSX (10.2B). VISVX pays higher dividends than UBVSX: VISVX (1.90) vs UBVSX (1.45). UBVSX was incepted earlier than VISVX: UBVSX (11 years) vs VISVX (26 years). UBVSX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than UBVSX: VISVX (3000) vs UBVSX (1000000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. UBVSX (16.10). VISVX return over 5 years is better than : 55.70 vs. UBVSX (47.71).
| UBVSX | VISVX | UBVSX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 9.940 | 10.404 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 57.3B | 18% |
| Annual Yield % from dividends | 1.45 | 1.90 | 77% |
| Returns for 1 year | 16.10 | 21.73 | 74% |
| Returns for 3 years | 13.22 | 17.75 | 74% |
| Returns for 5 years | 47.71 | 55.70 | 86% |
| Returns for 10 years | 69.96 | 102.10 | 69% |
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