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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$70.71
Change-$5.26 (-6.92%)
VolumeN/A
Net Assets8.68B
Vanguard Small Cap Value Index Admiral
Price$93.70
Change+$0.99 (+1.07%)
VolumeN/A
Net Assets59.64B
UBVCX vs VSIAX Comparison Chart in %
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VS
UBVCX vs. VSIAX commentary
Dec 13, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.6B vs. UBVCX (8.68B). VSIAX pays higher dividends than UBVCX: VSIAX (1.97) vs UBVCX (1.21). UBVCX was incepted earlier than VSIAX: UBVCX (22 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: 35.00 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 : 3.68 vs. UBVCX (-12.83). VSIAX return over 5 years is better than : 58.75 vs. UBVCX (26.27).
| 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 | 22 years | 14 years | - |
| Gain YTD | -5.405 | 10.444 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 59.6B | 15% |
| Annual Yield % from dividends | 1.21 | 1.97 | 62% |
| Returns for 1 year | -12.83 | 3.68 | -348% |
| Returns for 3 years | -4.13 | 35.19 | -12% |
| Returns for 5 years | 26.27 | 58.75 | 45% |
| Returns for 10 years | 44.22 | 133.38 | 33% |
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