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UBVTX vs VSCAX
UBVTX vs VSCAX Comparison
Open Charts UBVTX vs VSCAX
Undiscovered Managers Behavioral Val R3
Price$80.55
Change+$0.99 (+1.24%)
VolumeN/A
Net Assets9.71B
Invesco Small Cap Value A
Price$24.19
Change+$0.33 (+1.38%)
VolumeN/A
Net Assets6.86B
UBVTX vs VSCAX Comparison Chart in %
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UBVTX vs. VSCAX commentary
Jul 19, 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 StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.71B vs. VSCAX (6.86B). UBVTX pays higher dividends than VSCAX: UBVTX (1.56) vs VSCAX (0.35). UBVTX was incepted earlier than VSCAX: UBVTX (8 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 : -0.62 vs. UBVTX (-3.65). VSCAX return over 5 years is better than : 120.39 vs. UBVTX (90.77).
| UBVTX | VSCAX | UBVTX / VSCAX | |
| Total Expense Ratio | 1.30 | 1.12 | 116% |
| Annual Report Gross Expense Ratio | 1.36 | 1.12 | 121% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -0.662 | 1.489 | -44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 6.86B | 142% |
| Annual Yield % from dividends | 1.56 | 0.35 | 451% |
| Returns for 1 year | -3.65 | -0.62 | 584% |
| Returns for 3 years | 10.92 | 45.29 | 24% |
| Returns for 5 years | 90.77 | 120.39 | 75% |
| Returns for 10 years | N/A | 20.65 | - |
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