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UBVUX vs VSCAX
UBVUX vs VSCAX Comparison
Open Charts UBVUX vs VSCAX
Undiscovered Managers Behavioral Val R4
Price$82.53
Change+$0.88 (+1.08%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.41
Change+$0.25 (+1.08%)
VolumeN/A
CapitalizationN/A
UBVUX vs VSCAX Comparison Chart
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UBVUX vs. VSCAX commentary
Dec 23, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 10.1B vs. VSCAX (6.33B). UBVUX pays higher dividends than VSCAX: UBVUX (1.42) vs VSCAX (0.48). UBVUX was incepted earlier than VSCAX: UBVUX (8 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. UBVUX (39.00). UBVUX has a lower initial minimum investment than VSCAX: UBVUX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 16.45 vs. UBVUX (6.57). VSCAX return over 5 years is better than : 65.61 vs. UBVUX (38.68).
| UBVUX | VSCAX | UBVUX / 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 | 6.195 | 15.647 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 6.33B | 160% |
| Annual Yield % from dividends | 1.42 | 0.48 | 298% |
| Returns for 1 year | 6.57 | 16.45 | 40% |
| Returns for 3 years | 6.87 | 33.77 | 20% |
| Returns for 5 years | 38.68 | 65.61 | 59% |
| Returns for 10 years | N/A | 20.48 | - |
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