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UBVSX vs VSCAX
UBVSX vs VSCAX Comparison
Open Charts UBVSX vs VSCAX
Undiscovered Managers Behavioral Val I
Price$85.43
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets9.81B
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
UBVSX vs VSCAX Comparison Chart in %
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UBVSX vs. VSCAX commentary
Oct 09, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.81B vs. VSCAX (7.61B). UBVSX pays higher dividends than VSCAX: UBVSX (1.72) vs VSCAX (0.32). UBVSX was incepted earlier than VSCAX: UBVSX (12 years) vs VSCAX (26 years). VSCAX (1.12) and UBVSX (1.10) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVSX (27.00). 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 : 9.03 vs. UBVSX (0.88). VSCAX return over 5 years is better than : 112.98 vs. UBVSX (80.23).
| UBVSX | VSCAX | UBVSX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 2.163 | 12.037 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.81B | 7.61B | 129% |
| Annual Yield % from dividends | 1.72 | 0.32 | 545% |
| Returns for 1 year | 0.88 | 9.03 | 10% |
| Returns for 3 years | 18.76 | 57.36 | 33% |
| Returns for 5 years | 80.23 | 112.98 | 71% |
| Returns for 10 years | 61.35 | 42.22 | 145% |
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