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UBVUX vs VSCAX
UBVUX vs VSCAX Comparison
Open Charts UBVUX vs VSCAX
Undiscovered Managers Behavioral Val R4
Price$84.68
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets9.95B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
UBVUX vs VSCAX Comparison Chart in %
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UBVUX vs. VSCAX commentary
Jul 06, 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 UBVUX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.95B vs. VSCAX (6.97B). UBVUX pays higher dividends than VSCAX: UBVUX (1.73) vs VSCAX (0.35). UBVUX was incepted earlier than VSCAX: UBVUX (8 years) vs VSCAX (26 years). VSCAX (1.12) and UBVUX (1.11) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 40.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than VSCAX: UBVUX (0) vs VSCAX (1000). UBVUX annual gain was more profitable for investors over the last year : 7.95 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. UBVUX (104.93).
| UBVUX | VSCAX | UBVUX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 1.583 | 2.722 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 6.97B | 143% |
| Annual Yield % from dividends | 1.73 | 0.35 | 501% |
| Returns for 1 year | 7.95 | 5.03 | 158% |
| Returns for 3 years | 13.35 | 43.85 | 30% |
| Returns for 5 years | 104.93 | 135.31 | 78% |
| Returns for 10 years | N/A | 20.55 | - |
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