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UBVVX vs VSCAX
UBVVX vs VSCAX Comparison
Open Charts UBVVX vs VSCAX
Undiscovered Managers Behavioral Val R5
Price$83.76
Change-$1.56 (-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
UBVVX vs VSCAX Comparison Chart
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UBVVX 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 UBVVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.2B vs. VSCAX (6.59B). UBVVX pays higher dividends than VSCAX: UBVVX (1.53) vs VSCAX (0.48). UBVVX was incepted earlier than VSCAX: UBVVX (8 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. UBVVX (39.00). UBVVX has a lower initial minimum investment than VSCAX: UBVVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. UBVVX (7.43). VSCAX return over 5 years is better than : 73.99 vs. UBVVX (48.04).
| UBVVX | VSCAX | UBVVX / 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 | -0.262 | 0.808 | -32% |
| 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 | 1.53 | 0.48 | 321% |
| Returns for 1 year | 7.43 | 14.87 | 50% |
| Returns for 3 years | 3.51 | 27.17 | 13% |
| Returns for 5 years | 48.04 | 73.99 | 65% |
| Returns for 10 years | N/A | 17.55 | - |
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