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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$72.60
Change+$0.59 (+0.82%)
VolumeN/A
Net Assets9.14B
Vanguard Small Cap Value Index I
Price$54.13
Change+$0.61 (+1.14%)
VolumeN/A
Net Assets59.85B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. UBVCX (9.14B). VISVX pays higher dividends than UBVCX: VISVX (1.84) vs UBVCX (1.17). 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 : 12.23 vs. UBVCX (-3.03). VISVX return over 5 years is better than : 51.12 vs. UBVCX (16.92).
| 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 | 4.711 | 5.354 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 59.8B | 15% |
| Annual Yield % from dividends | 1.17 | 1.84 | 64% |
| Returns for 1 year | -3.03 | 12.23 | -25% |
| Returns for 3 years | 3.74 | 34.31 | 11% |
| Returns for 5 years | 16.92 | 51.12 | 33% |
| Returns for 10 years | 61.75 | 161.21 | 38% |
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