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UBVFX vs VSCAX
UBVFX vs VSCAX Comparison
Open Charts UBVFX vs VSCAX
Undiscovered Managers Behavioral Val R6
Price$82.69
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.2B
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
UBVFX vs VSCAX Comparison Chart in %
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UBVFX vs. VSCAX 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 UBVFX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.2B vs. VSCAX (7.75B). UBVFX pays higher dividends than VSCAX: UBVFX (1.94) vs VSCAX (0.32). UBVFX was incepted earlier than VSCAX: UBVFX (13 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than UBVFX (0.85). VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVFX (35.00). VSCAX has a lower initial minimum investment than UBVFX: VSCAX (1000) vs UBVFX (15000000). VSCAX annual gain was more profitable for investors over the last year : -0.35 vs. UBVFX (-8.40). VSCAX return over 5 years is better than : 90.72 vs. UBVFX (52.95).
| UBVFX | VSCAX | UBVFX / VSCAX | |
| Total Expense Ratio | 0.80 | 1.10 | 73% |
| Annual Report Gross Expense Ratio | 0.85 | 1.10 | 77% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -1.471 | 11.782 | -12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 7.75B | 119% |
| Annual Yield % from dividends | 1.94 | 0.32 | 608% |
| Returns for 1 year | -8.40 | -0.35 | 2,404% |
| Returns for 3 years | 2.27 | 36.18 | 6% |
| Returns for 5 years | 52.95 | 90.72 | 58% |
| Returns for 10 years | 58.94 | 46.42 | 127% |
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