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UBVTX vs VISVX
UBVTX vs VISVX Comparison
Open Charts UBVTX vs VISVX
Undiscovered Managers Behavioral Val R3
Price$85.44
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.13
Change+$0.03 (+0.06%)
VolumeN/A
CapitalizationN/A
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UBVTX vs VISVX Comparison Chart
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UBVTX vs. VISVX commentary
Oct 18, 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 UBVTX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVTX (10.4B). VISVX pays higher dividends than UBVTX: VISVX (1.90) vs UBVTX (1.26). UBVTX was incepted earlier than VISVX: UBVTX (8 years) vs VISVX (26 years). UBVTX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). UBVTX has a lower initial minimum investment than VISVX: UBVTX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 28.86 vs. UBVTX (19.62). VISVX return over 5 years is better than : 61.89 vs. UBVTX (49.67).
| UBVTX | VISVX | UBVTX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 12.283 | 14.200 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 58.3B | 18% |
| Annual Yield % from dividends | 1.26 | 1.90 | 66% |
| Returns for 1 year | 19.62 | 28.86 | 68% |
| Returns for 3 years | 8.70 | 17.56 | 50% |
| Returns for 5 years | 49.67 | 61.89 | 80% |
| Returns for 10 years | N/A | 123.52 | - |
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