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UBVTX vs VSCAX
UBVTX vs VSCAX Comparison
Open Charts UBVTX vs VSCAX
Undiscovered Managers Behavioral Val R3
Price$80.15
Change-$3.05 (-3.67%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
UBVTX vs VSCAX Comparison Chart
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UBVTX vs. VSCAX commentary
Dec 19, 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 Sell and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.5B vs. VSCAX (6.61B). UBVTX pays higher dividends than VSCAX: UBVTX (1.26) vs VSCAX (0.48). UBVTX was incepted earlier than VSCAX: UBVTX (8 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. UBVTX (39.00). UBVTX has a lower initial minimum investment than VSCAX: UBVTX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 22.21 vs. UBVTX (10.84). VSCAX return over 5 years is better than : 70.83 vs. UBVTX (41.21).
| UBVTX | VSCAX | UBVTX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 9.301 | 19.204 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 6.61B | 159% |
| Annual Yield % from dividends | 1.26 | 0.48 | 264% |
| Returns for 1 year | 10.84 | 22.21 | 49% |
| Returns for 3 years | 10.17 | 40.10 | 25% |
| Returns for 5 years | 41.21 | 70.83 | 58% |
| Returns for 10 years | N/A | 25.79 | - |
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