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UBVVX vs VSCAX
UBVVX vs VSCAX Comparison
Open Charts UBVVX vs VSCAX
Undiscovered Managers Behavioral Val R5
Price$92.51
Change+$1.34 (+1.47%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.52
Change+$0.57 (+2.20%)
VolumeN/A
CapitalizationN/A
UBVVX vs VSCAX Comparison Chart
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UBVVX vs. VSCAX commentary
Nov 22, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.6B vs. VSCAX (6.34B). UBVVX pays higher dividends than VSCAX: UBVVX (1.53) vs VSCAX (0.48). UBVVX was incepted earlier than VSCAX: UBVVX (8 years) vs VSCAX (25 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 : 38.73 vs. UBVVX (21.35). VSCAX return over 5 years is better than : 91.82 vs. UBVVX (53.08).
| UBVVX | VSCAX | UBVVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 16.116 | 30.576 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.34B | 167% |
| Annual Yield % from dividends | 1.53 | 0.48 | 321% |
| Returns for 1 year | 21.35 | 38.73 | 55% |
| Returns for 3 years | 9.48 | 22.47 | 42% |
| Returns for 5 years | 53.08 | 91.82 | 58% |
| Returns for 10 years | N/A | 18.09 | - |
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