Ad is loading...
UBVSX vs VSIAX
UBVSX vs VSIAX Comparison
Open Charts UBVSX vs VSIAX
Undiscovered Managers Behavioral Val I
Price$91.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
UBVSX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBVSX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. UBVSX (10.7B). VSIAX pays higher dividends than UBVSX: VSIAX (2.01) vs UBVSX (1.45). UBVSX was incepted earlier than VSIAX: UBVSX (12 years) vs VSIAX (13 years). UBVSX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than UBVSX: VSIAX (3000) vs UBVSX (1000000). VSIAX annual gain was more profitable for investors over the last year : 29.94 vs. UBVSX (20.23). VSIAX return over 5 years is better than : 59.96 vs. UBVSX (49.46).
| UBVSX | VSIAX | UBVSX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 15.533 | 17.342 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 57.6B | 19% |
| Annual Yield % from dividends | 1.45 | 2.01 | 72% |
| Returns for 1 year | 20.23 | 29.94 | 68% |
| Returns for 3 years | 7.61 | 15.20 | 50% |
| Returns for 5 years | 49.46 | 59.96 | 82% |
| Returns for 10 years | 75.60 | 112.55 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...