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UBVAX vs VSIAX
UBVAX vs VSIAX Comparison
Open Charts UBVAX vs VSIAX
Undiscovered Managers Behavioral Val A
Price$81.62
Change+$0.70 (+0.87%)
VolumeN/A
Net Assets9.24B
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
UBVAX vs VSIAX Comparison Chart in %
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UBVAX vs. VSIAX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVAX (9.24B). VSIAX pays higher dividends than UBVAX: VSIAX (1.97) vs UBVAX (1.56). UBVAX was incepted earlier than VSIAX: UBVAX (22 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: 35.00 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 : -1.65 vs. UBVAX (-9.13). VSIAX return over 5 years is better than : 56.54 vs. UBVAX (41.14).
| 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 | 22 years | 14 years | - |
| Gain YTD | 0.554 | 6.754 | 8% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 58.3B | 16% |
| Annual Yield % from dividends | 1.56 | 1.97 | 79% |
| Returns for 1 year | -9.13 | -1.65 | 553% |
| Returns for 3 years | 1.29 | 26.51 | 5% |
| Returns for 5 years | 41.14 | 56.54 | 73% |
| Returns for 10 years | 50.88 | 113.26 | 45% |
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