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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$74.45
Change+$2.21 (+3.06%)
VolumeN/A
Net Assets9.23B
Vanguard Small Cap Value Index I
Price$54.77
Change+$0.64 (+1.18%)
VolumeN/A
Net Assets59.85B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Feb 06, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. UBVCX (9.23B). VISVX pays higher dividends than UBVCX: VISVX (1.74) vs UBVCX (1.13). 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 : 12.52 vs. UBVCX (-1.31). VISVX return over 5 years is better than : 51.42 vs. UBVCX (20.22).
| 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 | 8.259 | 7.815 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 59.8B | 15% |
| Annual Yield % from dividends | 1.13 | 1.74 | 65% |
| Returns for 1 year | -1.31 | 12.52 | -10% |
| Returns for 3 years | 3.29 | 31.35 | 10% |
| Returns for 5 years | 20.22 | 51.42 | 39% |
| Returns for 10 years | 64.02 | 164.84 | 39% |
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