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UBVCX vs VISVX
UBVCX vs VISVX Comparison
Open Charts UBVCX vs VISVX
Undiscovered Managers Behavioral Val C
Price$74.17
Change-$0.65 (-0.87%)
VolumeN/A
Net Assets9.34B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
UBVCX vs VISVX Comparison Chart in %
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UBVCX vs. VISVX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVCX (9.34B). VISVX pays higher dividends than UBVCX: VISVX (1.86) vs UBVCX (1.21). UBVCX was incepted earlier than VISVX: UBVCX (22 years) vs VISVX (28 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 : -1.68 vs. UBVCX (-9.79). VISVX return over 5 years is better than : 56.36 vs. UBVCX (36.28).
| UBVCX | VISVX | UBVCX / VISVX | |
| Total Expense Ratio | 1.74 | 0.19 | 916% |
| Annual Report Gross Expense Ratio | 1.86 | 0.19 | 979% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 0.094 | 6.700 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 58.3B | 16% |
| Annual Yield % from dividends | 1.21 | 1.86 | 65% |
| Returns for 1 year | -9.79 | -1.68 | 583% |
| Returns for 3 years | -1.03 | 26.40 | -4% |
| Returns for 5 years | 36.28 | 56.36 | 64% |
| Returns for 10 years | 40.60 | 112.68 | 36% |
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