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UBVSX vs VSCAX
UBVSX vs VSCAX Comparison
Open Charts UBVSX vs VSCAX
Undiscovered Managers Behavioral Val I
Price$83.44
Change-$1.55 (-1.82%)
VolumeN/A
Net Assets10.23B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
UBVSX vs VSCAX Comparison Chart
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UBVSX vs. VSCAX commentary
Feb 23, 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 UBVSX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 10.2B vs. VSCAX (6.59B). UBVSX pays higher dividends than VSCAX: UBVSX (1.45) vs VSCAX (0.48). UBVSX was incepted earlier than VSCAX: UBVSX (12 years) vs VSCAX (26 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 : 14.87 vs. UBVSX (7.32). VSCAX return over 5 years is better than : 73.99 vs. UBVSX (47.27).
| UBVSX | VSCAX | UBVSX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -0.275 | 0.808 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 6.59B | 155% |
| Annual Yield % from dividends | 1.45 | 0.48 | 305% |
| Returns for 1 year | 7.32 | 14.87 | 49% |
| Returns for 3 years | 3.27 | 27.17 | 12% |
| Returns for 5 years | 47.27 | 73.99 | 64% |
| Returns for 10 years | 61.72 | 17.55 | 352% |
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| BSCS | 20.29 | 0.03 | +0.15% |
| Invesco BulletShares 2028 Corp Bd ETF | |||
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| Fidelity Sustainable High Yield ETF | |||
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| Invesco MSCI Sustainable Future ETF | |||
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| ROUS | 52.75 | -0.81 | -1.51% |
| Hartford Multifactor US Equity ETF | |||