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UBVVX vs VSCAX
UBVVX vs VSCAX Comparison
Open Charts UBVVX vs VSCAX
Undiscovered Managers Behavioral Val R5
Price$84.12
Change+$0.69 (+0.83%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.68
Change+$0.11 (+0.47%)
VolumeN/A
CapitalizationN/A
UBVVX vs VSCAX Comparison Chart
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UBVVX vs. VSCAX commentary
Dec 25, 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 UBVVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.1B vs. VSCAX (6.33B). 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 : 16.38 vs. UBVVX (6.54). VSCAX return over 5 years is better than : 66.05 vs. UBVVX (40.59).
| 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 | 6.738 | 16.438 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 6.33B | 160% |
| Annual Yield % from dividends | 1.53 | 0.48 | 321% |
| Returns for 1 year | 6.54 | 16.38 | 40% |
| Returns for 3 years | 6.11 | 31.79 | 19% |
| Returns for 5 years | 40.59 | 66.05 | 61% |
| Returns for 10 years | N/A | 20.69 | - |
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