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UBVAX vs VSIAX
UBVAX vs VSIAX Comparison
Open Charts UBVAX vs VSIAX
Undiscovered Managers Behavioral Val A
Price$76.76
Change-$1.42 (-1.82%)
VolumeN/A
Net Assets9.33B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
UBVAX vs VSIAX Comparison Chart
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UBVAX vs. VSIAX commentary
Jun 16, 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 UBVAX is a Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. UBVAX (9.33B). VSIAX pays higher dividends than UBVAX: VSIAX (2.23) vs UBVAX (1.65). UBVAX was incepted earlier than VSIAX: UBVAX (21 years) vs VSIAX (14 years). UBVAX (1.35) is less costly to investors than VSIAX (0.07). UBVAX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). UBVAX has a lower initial minimum investment than VSIAX: UBVAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. UBVAX (0.14). UBVAX (83.46) and VSIAX (80.63) have equivalent 5 years return.
| UBVAX | VSIAX | UBVAX / VSIAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -5.433 | -4.304 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 54B | 17% |
| Annual Yield % from dividends | 1.65 | 2.23 | 74% |
| Returns for 1 year | 0.14 | 3.83 | 4% |
| Returns for 3 years | 4.85 | 26.16 | 19% |
| Returns for 5 years | 83.46 | 80.63 | 104% |
| Returns for 10 years | 40.57 | 80.44 | 50% |
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