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UBVSX vs VSIAX
UBVSX vs VSIAX Comparison
Open Charts UBVSX vs VSIAX
Undiscovered Managers Behavioral Val I
Price$72.50
Change-$3.58 (-4.71%)
VolumeN/A
Net Assets8.75B
Vanguard Small Cap Value Index Admiral
Price$72.66
Change-$3.38 (-4.45%)
VolumeN/A
Net Assets57.63B
UBVSX vs VSIAX Comparison Chart
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UBVSX vs. VSIAX commentary
Apr 06, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. UBVSX (8.75B). VSIAX pays higher dividends than UBVSX: VSIAX (2.27) vs UBVSX (1.83). UBVSX was incepted earlier than VSIAX: UBVSX (12 years) vs VSIAX (14 years). UBVSX (1.10) is less costly to investors than VSIAX (0.07). UBVSX is a more actively managed with annual turnover of: 27.00 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 : -8.81 vs. UBVSX (-9.89). UBVSX return over 5 years is better than : 128.13 vs. VSIAX (112.29).
| UBVSX | VSIAX | UBVSX / VSIAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.10 | 0.07 | 1,571% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -13.350 | -14.548 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.75B | 57.6B | 15% |
| Annual Yield % from dividends | 1.83 | 2.27 | 81% |
| Returns for 1 year | -9.89 | -8.81 | 112% |
| Returns for 3 years | -11.11 | -0.97 | 1,146% |
| Returns for 5 years | 128.13 | 112.29 | 114% |
| Returns for 10 years | 37.18 | 61.71 | 60% |
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