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UBVUX vs VSCAX
UBVUX vs VSCAX Comparison
Open Charts UBVUX vs VSCAX
Undiscovered Managers Behavioral Val R4
Price$86.09
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets10.57B
Invesco Small Cap Value A
Price$25.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.87B
UBVUX vs VSCAX Comparison Chart
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UBVUX vs. VSCAX commentary
Jan 24, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 10.6B vs. VSCAX (6.87B). 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 : 25.10 vs. UBVUX (12.71). VSCAX return over 5 years is better than : 83.47 vs. UBVUX (49.17).
| 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 | 3.275 | 6.763 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.87B | 154% |
| Annual Yield % from dividends | 1.42 | 0.48 | 298% |
| Returns for 1 year | 12.71 | 25.10 | 51% |
| Returns for 3 years | 7.84 | 38.43 | 20% |
| Returns for 5 years | 49.17 | 83.47 | 59% |
| Returns for 10 years | N/A | 34.80 | - |
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