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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$75.23
Change-$0.73 (-0.96%)
VolumeN/A
Net Assets9.8B
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
UBVCX vs VSIAX Comparison Chart in %
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UBVCX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. UBVCX (9.8B). VSIAX pays higher dividends than UBVCX: VSIAX (2.07) vs UBVCX (1.23). 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 : 6.63 vs. UBVCX (-0.36). VSIAX return over 5 years is better than : 76.57 vs. UBVCX (71.47).
| 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 | 0.642 | 2.680 | 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 | 2.07 | 59% |
| Returns for 1 year | -0.36 | 6.63 | -5% |
| Returns for 3 years | -0.99 | 19.32 | -5% |
| Returns for 5 years | 71.47 | 76.57 | 93% |
| Returns for 10 years | 41.58 | 99.65 | 42% |
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