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UBVTX vs VSCAX
UBVTX vs VSCAX Comparison
Open Charts UBVTX vs VSCAX
Undiscovered Managers Behavioral Val R3
Price$82.68
Change-$0.40 (-0.48%)
VolumeN/A
Net Assets10B
Invesco Small Cap Value A
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets7.44B
UBVTX vs VSCAX Comparison Chart in %
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UBVTX vs. VSCAX commentary
Sep 16, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10B vs. VSCAX (7.44B). UBVTX pays higher dividends than VSCAX: UBVTX (1.45) vs VSCAX (0.32). UBVTX was incepted earlier than VSCAX: UBVTX (9 years) vs VSCAX (26 years). UBVTX (1.36) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVTX (27.00). 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 : 11.27 vs. UBVTX (2.31). VSCAX return over 5 years is better than : 120.26 vs. UBVTX (89.76).
| UBVTX | VSCAX | UBVTX / VSCAX | |
| Total Expense Ratio | 1.30 | 1.12 | 116% |
| Annual Report Gross Expense Ratio | 1.36 | 1.12 | 121% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 3.733 | 9.017 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 7.44B | 134% |
| Annual Yield % from dividends | 1.45 | 0.32 | 448% |
| Returns for 1 year | 2.31 | 11.27 | 20% |
| Returns for 3 years | 12.97 | 47.88 | 27% |
| Returns for 5 years | 89.76 | 120.26 | 75% |
| Returns for 10 years | N/A | 42.33 | - |
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