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UBVTX vs VSCAX
UBVTX vs VSCAX Comparison
Open Charts UBVTX vs VSCAX
Undiscovered Managers Behavioral Val R3
Price$83.48
Change+$1.10 (+1.34%)
VolumeN/A
Net Assets10.56B
Invesco Small Cap Value A
Price$24.67
Change+$0.43 (+1.77%)
VolumeN/A
Net Assets6.68B
UBVTX vs VSCAX Comparison Chart
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UBVTX vs. VSCAX commentary
Jan 31, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.6B vs. VSCAX (6.68B). 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 : 23.51 vs. UBVTX (13.86). VSCAX return over 5 years is better than : 85.96 vs. UBVTX (53.02).
| 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 | 4.233 | 4.934 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.68B | 159% |
| Annual Yield % from dividends | 1.26 | 0.48 | 264% |
| Returns for 1 year | 13.86 | 23.51 | 59% |
| Returns for 3 years | 7.52 | 36.58 | 21% |
| Returns for 5 years | 53.02 | 85.96 | 62% |
| Returns for 10 years | N/A | 32.92 | - |
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