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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$78.07
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets10.13B
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
UBVCX vs VSIAX Comparison Chart in %
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UBVCX vs. VSIAX commentary
Sep 08, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. UBVCX (10.1B). VSIAX pays higher dividends than UBVCX: VSIAX (1.97) vs UBVCX (1.17). UBVCX was incepted earlier than VSIAX: UBVCX (21 years) vs VSIAX (14 years). UBVCX (1.86) is less costly to investors than VSIAX (0.07). UBVCX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). UBVCX has a lower initial minimum investment than VSIAX: UBVCX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 10.22 vs. UBVCX (2.80). VSIAX (86.42) and UBVCX (82.25) have equivalent 5 years return.
| UBVCX | VSIAX | UBVCX / VSIAX | |
| Total Expense Ratio | 1.74 | 0.07 | 2,486% |
| Annual Report Gross Expense Ratio | 1.86 | 0.07 | 2,657% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 4.441 | 6.707 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 59.2B | 17% |
| Annual Yield % from dividends | 1.17 | 1.97 | 59% |
| Returns for 1 year | 2.80 | 10.22 | 27% |
| Returns for 3 years | 11.56 | 36.67 | 32% |
| Returns for 5 years | 82.25 | 86.42 | 95% |
| Returns for 10 years | 54.59 | 117.84 | 46% |
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