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UBVCX vs VSIAX
UBVCX vs VSIAX Comparison
Open Charts UBVCX vs VSIAX
Undiscovered Managers Behavioral Val C
Price$72.74
Change-$0.31 (-0.42%)
VolumeN/A
Net Assets9.16B
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
UBVCX vs VSIAX Comparison Chart in %
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UBVCX vs. VSIAX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVCX (9.16B). VSIAX pays higher dividends than UBVCX: VSIAX (2.02) 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: 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 : -0.53 vs. UBVCX (-9.58). VSIAX return over 5 years is better than : 65.19 vs. UBVCX (43.97).
| 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 | -2.274 | 5.811 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 58.3B | 16% |
| Annual Yield % from dividends | 1.23 | 2.02 | 61% |
| Returns for 1 year | -9.58 | -0.53 | 1,797% |
| Returns for 3 years | -1.60 | 27.41 | -6% |
| Returns for 5 years | 43.97 | 65.19 | 67% |
| Returns for 10 years | 40.52 | 117.18 | 35% |
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