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UBVUX vs VSIAX
UBVUX vs VSIAX Comparison
Open Charts UBVUX vs VSIAX
Undiscovered Managers Behavioral Val R4
Price$85.07
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets9.81B
Vanguard Small Cap Value Index Admiral
Price$90.19
Change+$0.48 (+0.54%)
VolumeN/A
Net Assets59.14B
UBVUX vs VSIAX Comparison Chart in %
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UBVUX vs. VSIAX commentary
Oct 09, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. UBVUX (9.81B). VSIAX pays higher dividends than UBVUX: VSIAX (2.00) vs UBVUX (1.64). 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: 27.00 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 : 6.10 vs. UBVUX (0.81). UBVUX (79.65) and VSIAX (78.22) have equivalent 5 years return.
| 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 | 2.111 | 5.741 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.81B | 59.1B | 17% |
| Annual Yield % from dividends | 1.64 | 2.00 | 82% |
| Returns for 1 year | 0.81 | 6.10 | 13% |
| Returns for 3 years | 18.46 | 43.38 | 43% |
| Returns for 5 years | 79.65 | 78.22 | 102% |
| Returns for 10 years | N/A | 112.43 | - |
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