Ad is loading...
UBVSX vs VSCAX
UBVSX vs VSCAX Comparison
Open Charts UBVSX vs VSCAX
Undiscovered Managers Behavioral Val I
Price$91.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
UBVSX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBVSX vs. VSCAX commentary
Nov 14, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 10.7B vs. VSCAX (6.42B). UBVSX pays higher dividends than VSCAX: UBVSX (1.45) vs VSCAX (0.48). UBVSX was incepted earlier than VSCAX: UBVSX (12 years) vs VSCAX (25 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. UBVSX (39.00). VSCAX has a lower initial minimum investment than UBVSX: VSCAX (1000) vs UBVSX (1000000). VSCAX annual gain was more profitable for investors over the last year : 38.10 vs. UBVSX (20.23). VSCAX return over 5 years is better than : 87.05 vs. UBVSX (49.46).
| UBVSX | VSCAX | UBVSX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 15.533 | 29.247 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 6.42B | 167% |
| Annual Yield % from dividends | 1.45 | 0.48 | 305% |
| Returns for 1 year | 20.23 | 38.10 | 53% |
| Returns for 3 years | 7.61 | 18.40 | 41% |
| Returns for 5 years | 49.46 | 87.05 | 57% |
| Returns for 10 years | 75.60 | 19.20 | 394% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers