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UBVUX vs VSCAX
UBVUX vs VSCAX Comparison
Open Charts UBVUX vs VSCAX
Undiscovered Managers Behavioral Val R4
Price$83.12
Change-$1.55 (-1.83%)
VolumeN/A
Net Assets10.23B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
UBVUX vs VSCAX Comparison Chart
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UBVUX vs. VSCAX commentary
Feb 23, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 10.2B vs. VSCAX (6.59B). 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 : 14.87 vs. UBVUX (7.24). VSCAX return over 5 years is better than : 73.99 vs. UBVUX (46.85).
| 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 | -0.288 | 0.808 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 6.59B | 155% |
| Annual Yield % from dividends | 1.42 | 0.48 | 298% |
| Returns for 1 year | 7.24 | 14.87 | 49% |
| Returns for 3 years | 3.00 | 27.17 | 11% |
| Returns for 5 years | 46.85 | 73.99 | 63% |
| Returns for 10 years | N/A | 17.55 | - |
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