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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$70.52
Change-$1.32 (-1.84%)
VolumeN/A
Net Assets9.33B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
UBVCX vs VISVX Comparison Chart
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UBVCX vs. VISVX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. UBVCX (9.33B). VISVX pays higher dividends than UBVCX: VISVX (2.11) vs UBVCX (1.28). 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 : 3.80 vs. UBVCX (-0.59). VISVX (80.48) and UBVCX (77.07) have equivalent 5 years return.
| 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 | -5.659 | -4.331 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 54B | 17% |
| Annual Yield % from dividends | 1.28 | 2.11 | 61% |
| Returns for 1 year | -0.59 | 3.80 | -16% |
| Returns for 3 years | 2.42 | 26.12 | 9% |
| Returns for 5 years | 77.07 | 80.48 | 96% |
| Returns for 10 years | 30.95 | 80.06 | 39% |
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