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UBVUX vs VSIAX
UBVUX vs VSIAX Comparison
Open Charts UBVUX vs VSIAX
Undiscovered Managers Behavioral Val R4
Price$87.27
Change-$0.94 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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UBVUX vs VSIAX Comparison Chart
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UBVUX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. UBVUX (10.2B). VSIAX pays higher dividends than UBVUX: VSIAX (2.01) vs UBVUX (1.42). UBVUX was incepted earlier than VSIAX: UBVUX (8 years) vs VSIAX (13 years). UBVUX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (16.00). UBVUX has a lower initial minimum investment than VSIAX: UBVUX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. UBVUX (18.91). VSIAX return over 5 years is better than : 57.13 vs. UBVUX (47.97).
| UBVUX | VSIAX | UBVUX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 10.357 | 11.368 | 91% |
| 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 | 2.01 | 71% |
| Returns for 1 year | 18.91 | 25.86 | 73% |
| Returns for 3 years | 16.75 | 21.48 | 78% |
| Returns for 5 years | 47.97 | 57.13 | 84% |
| Returns for 10 years | N/A | 109.18 | - |