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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$69.41
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets8.96B
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Dec 26, 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 UBVCX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. UBVCX (8.96B). VISVX pays higher dividends than UBVCX: VISVX (1.86) vs UBVCX (1.21). UBVCX was incepted earlier than VISVX: UBVCX (22 years) vs VISVX (28 years). UBVCX (1.84) is less costly to investors than VISVX (0.19). UBVCX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). UBVCX has a lower initial minimum investment than VISVX: UBVCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.97 vs. UBVCX (-7.31). VISVX return over 5 years is better than : 54.60 vs. UBVCX (21.76).
| UBVCX | VISVX | UBVCX / VISVX | |
| Total Expense Ratio | 1.74 | 0.19 | 916% |
| Annual Report Gross Expense Ratio | 1.84 | 0.19 | 968% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -7.144 | 9.064 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 59.6B | 15% |
| Annual Yield % from dividends | 1.21 | 1.86 | 65% |
| Returns for 1 year | -7.31 | 7.97 | -92% |
| Returns for 3 years | 4.06 | 37.22 | 11% |
| Returns for 5 years | 21.76 | 54.60 | 40% |
| Returns for 10 years | 37.55 | 124.17 | 30% |
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