Interact to see
Advertisement
Advertisement
UBVUX vs VSIAX
UBVUX vs VSIAX Comparison
Open Charts UBVUX vs VSIAX
Undiscovered Managers Behavioral Val R4
Price$79.02
Change-$0.38 (-0.48%)
VolumeN/A
Net Assets8.88B
Vanguard Small Cap Value Index Admiral
Price$86.63
Change-$0.16 (-0.18%)
VolumeN/A
Net Assets58.35B
UBVUX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVUX vs. VSIAX commentary
Nov 20, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVUX (8.88B). VSIAX pays higher dividends than UBVUX: VSIAX (2.02) vs UBVUX (1.70). UBVUX was incepted earlier than VSIAX: UBVUX (9 years) vs VSIAX (14 years). UBVUX (1.11) is less costly to investors than VSIAX (0.07). UBVUX is a more actively managed with annual turnover of: 35.00 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 : -1.92 vs. UBVUX (-10.59). VSIAX return over 5 years is better than : 56.05 vs. UBVUX (40.55).
| UBVUX | VSIAX | UBVUX / VSIAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.11 | 0.07 | 1,586% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -5.206 | 2.299 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 58.3B | 15% |
| Annual Yield % from dividends | 1.70 | 2.02 | 84% |
| Returns for 1 year | -10.59 | -1.92 | 551% |
| Returns for 3 years | -1.38 | 24.38 | -6% |
| Returns for 5 years | 40.55 | 56.05 | 72% |
| Returns for 10 years | N/A | 104.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWMMX | 66.28 | 0.23 | +0.35% |
| American Funds Washington Mutual 529-F-2 | |||
| CCERX | 29.79 | N/A | N/A |
| Columbia Large Cap Enhanced Core R | |||
| CTHRX | 112.72 | N/A | N/A |
| Columbia Global Technology Growth Inst2 | |||
| BGLAX | 14.78 | N/A | N/A |
| Brookfield Global Listed InfrastructureA | |||
| CDHIX | 36.90 | N/A | N/A |
| Calvert International Responsible Idx I | |||