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UBVAX vs VSIAX
UBVAX vs VSIAX Comparison
Open Charts UBVAX vs VSIAX
Undiscovered Managers Behavioral Val A
Price$79.34
Change-$0.34 (-0.43%)
VolumeN/A
Net Assets9.2B
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
UBVAX vs VSIAX Comparison Chart in %
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UBVAX vs. VSIAX commentary
Nov 14, 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 Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVAX (9.2B). VSIAX pays higher dividends than UBVAX: VSIAX (2.02) vs UBVAX (1.58). 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: 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 : -0.53 vs. UBVAX (-8.90). VSIAX return over 5 years is better than : 65.19 vs. UBVAX (49.14).
| 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 | 21 years | 14 years | - |
| Gain YTD | -1.836 | 5.811 | -32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 58.3B | 16% |
| Annual Yield % from dividends | 1.58 | 2.02 | 78% |
| Returns for 1 year | -8.90 | -0.53 | 1,671% |
| Returns for 3 years | 0.73 | 27.41 | 3% |
| Returns for 5 years | 49.14 | 65.19 | 75% |
| Returns for 10 years | 50.83 | 117.18 | 43% |
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