Interact to see
Advertisement
Advertisement
AVCNX vs UBVUX
AVCNX vs UBVUX Comparison
Open Charts AVCNX vs UBVUX
Avantis® U.S. Small Cap Value G
Price$18.29
Change+$0.19 (+1.05%)
VolumeN/A
Net Assets1.23B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
AVCNX vs UBVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. AVCNX (1.23B). UBVUX (1.61) and AVCNX (1.55) have matching dividends . AVCNX was incepted earlier than UBVUX: AVCNX (5 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than AVCNX (0.25). UBVUX is a more actively managed with annual turnover of: 27.00 vs. AVCNX (21.00). AVCNX (0) and UBVUX (0) have matching initial minimum investment requirements. AVCNX annual gain was more profitable for investors over the last year : 6.64 vs. UBVUX (0.14).
| AVCNX | UBVUX | AVCNX / UBVUX | |
| Total Expense Ratio | 0.00 | 1.05 | - |
| Annual Report Gross Expense Ratio | 0.25 | 1.11 | 23% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 7.210 | 2.375 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 9.84B | 13% |
| Annual Yield % from dividends | 1.55 | 1.61 | 96% |
| Returns for 1 year | 6.64 | 0.14 | 4,851% |
| Returns for 3 years | 51.64 | 22.15 | 233% |
| Returns for 5 years | N/A | 105.87 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement