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UBVTX vs VISVX
UBVTX vs VISVX Comparison
Open Charts UBVTX vs VISVX
Undiscovered Managers Behavioral Val R3
Price$82.89
Change-$0.75 (-0.90%)
VolumeN/A
Net Assets10.1B
Vanguard Small Cap Value Index I
Price$49.79
Change-$0.26 (-0.52%)
VolumeN/A
Net Assets56.44B
UBVTX vs VISVX Comparison Chart in %
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UBVTX vs. VISVX commentary
Sep 04, 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 UBVTX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. UBVTX (10.1B). VISVX pays higher dividends than UBVTX: VISVX (1.86) vs UBVTX (1.45). UBVTX was incepted earlier than VISVX: UBVTX (9 years) vs VISVX (27 years). UBVTX (1.36) is less costly to investors than VISVX (0.19). UBVTX is a more actively managed with annual turnover of: 27.00 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 : 5.69 vs. UBVTX (0.30). UBVTX return over 5 years is better than : 89.67 vs. VISVX (84.55).
| UBVTX | VISVX | UBVTX / VISVX | |
| Total Expense Ratio | 1.30 | 0.19 | 684% |
| Annual Report Gross Expense Ratio | 1.36 | 0.19 | 716% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 4.433 | 5.568 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 56.4B | 18% |
| Annual Yield % from dividends | 1.45 | 1.86 | 78% |
| Returns for 1 year | 0.30 | 5.69 | 5% |
| Returns for 3 years | 12.53 | 34.07 | 37% |
| Returns for 5 years | 89.67 | 84.55 | 106% |
| Returns for 10 years | N/A | 120.07 | - |
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