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UBVUX vs VISVX
UBVUX vs VISVX Comparison
Open Charts UBVUX vs VISVX
Undiscovered Managers Behavioral Val R4
Price$87.27
Change-$0.94 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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UBVUX vs VISVX Comparison Chart
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UBVUX vs. VISVX commentary
Sep 21, 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 UBVUX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. UBVUX (10.2B). VISVX pays higher dividends than UBVUX: VISVX (1.90) vs UBVUX (1.42). UBVUX was incepted earlier than VISVX: UBVUX (8 years) vs VISVX (26 years). UBVUX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). UBVUX has a lower initial minimum investment than VISVX: UBVUX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. UBVUX (18.91). VISVX return over 5 years is better than : 56.98 vs. UBVUX (47.97).
| UBVUX | VISVX | UBVUX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 10.357 | 11.310 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 57.3B | 18% |
| Annual Yield % from dividends | 1.42 | 1.90 | 75% |
| Returns for 1 year | 18.91 | 25.80 | 73% |
| Returns for 3 years | 16.75 | 21.42 | 78% |
| Returns for 5 years | 47.97 | 56.98 | 84% |
| Returns for 10 years | N/A | 108.54 | - |
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