Ad is loading...
Ad is loading...
UBVSX vs VSCAX
UBVSX vs VSCAX Comparison
Open Charts UBVSX vs VSCAX
Undiscovered Managers Behavioral Val I
Price$93.73
Change+$1.62 (+1.76%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.82
Change+$0.30 (+1.13%)
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 23, 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: 10.8B vs. VSCAX (6.49B). 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 : 40.29 vs. UBVSX (23.34). VSCAX return over 5 years is better than : 93.99 vs. UBVSX (54.94).
| 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 | 18.078 | 32.053 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 6.49B | 166% |
| Annual Yield % from dividends | 1.45 | 0.48 | 305% |
| Returns for 1 year | 23.34 | 40.29 | 58% |
| Returns for 3 years | 10.10 | 22.95 | 44% |
| Returns for 5 years | 54.94 | 93.99 | 58% |
| Returns for 10 years | 77.22 | 19.48 | 396% |
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 % |
| XOP | 148.67 | 1.76 | +1.20% |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | |||
| FTAG | 24.59 | 0.27 | +1.11% |
| First Trust Indxx Global Agriculture ETF | |||
| CCRV | 20.97 | 0.06 | +0.30% |
| iShares® Commodity Curve Carry Strat ETF | |||
| BSMT | 23.10 | 0.02 | +0.09% |
| Invesco BulletShares 2029 Muncpl Bd ETF | |||
| EYLD | 32.69 | -0.20 | -0.61% |
| Cambria Emerging Shareholder Yield ETF | |||