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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$74.01
Change+$0.40 (+0.54%)
VolumeN/A
Net Assets9.47B
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Oct 19, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. UBVCX (9.47B). VISVX pays higher dividends than UBVCX: VISVX (1.88) vs UBVCX (1.19). UBVCX was incepted earlier than VISVX: UBVCX (21 years) vs VISVX (27 years). UBVCX (1.86) 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 : 0.97 vs. UBVCX (-5.99). VISVX return over 5 years is better than : 75.74 vs. UBVCX (67.27).
| UBVCX | VISVX | UBVCX / VISVX | |
| Total Expense Ratio | 1.74 | 0.19 | 916% |
| Annual Report Gross Expense Ratio | 1.86 | 0.19 | 979% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -0.990 | 4.208 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 59.1B | 16% |
| Annual Yield % from dividends | 1.19 | 1.88 | 63% |
| Returns for 1 year | -5.99 | 0.97 | -617% |
| Returns for 3 years | 7.23 | 36.12 | 20% |
| Returns for 5 years | 67.27 | 75.74 | 89% |
| Returns for 10 years | 42.72 | 108.98 | 39% |
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