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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$75.23
Change-$0.73 (-0.96%)
VolumeN/A
Net Assets9.8B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. UBVCX (9.8B). VISVX pays higher dividends than UBVCX: VISVX (1.95) vs UBVCX (1.23). 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: 27.00 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 : 6.61 vs. UBVCX (-0.36). VISVX return over 5 years is better than : 76.46 vs. UBVCX (71.47).
| 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 | 0.642 | 2.657 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8B | 56.4B | 17% |
| Annual Yield % from dividends | 1.23 | 1.95 | 63% |
| Returns for 1 year | -0.36 | 6.61 | -5% |
| Returns for 3 years | -0.99 | 19.23 | -5% |
| Returns for 5 years | 71.47 | 76.46 | 93% |
| Returns for 10 years | 41.58 | 99.26 | 42% |
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