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UBVLX vs VISVX
UBVLX vs VISVX Comparison
Open Charts UBVLX vs VISVX
Undiscovered Managers Behavioral Val L
Price$79.65
Change-$1.47 (-1.81%)
VolumeN/A
Net Assets9.33B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
UBVLX vs VISVX Comparison Chart
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UBVLX vs. VISVX commentary
Jun 15, 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 UBVLX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. UBVLX (9.33B). VISVX pays higher dividends than UBVLX: VISVX (2.11) vs UBVLX (1.93). UBVLX was incepted earlier than VISVX: UBVLX (26 years) vs VISVX (27 years). UBVLX (0.95) is less costly to investors than VISVX (0.19). UBVLX is a more actively managed with annual turnover of: 27.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than UBVLX: VISVX (3000) vs UBVLX (3000000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. UBVLX (0.58). UBVLX return over 5 years is better than : 87.39 vs. VISVX (80.48).
| UBVLX | VISVX | UBVLX / VISVX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -5.291 | -4.331 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 54B | 17% |
| Annual Yield % from dividends | 1.93 | 2.11 | 91% |
| Returns for 1 year | 0.58 | 3.80 | 15% |
| Returns for 3 years | 6.20 | 26.12 | 24% |
| Returns for 5 years | 87.39 | 80.48 | 109% |
| Returns for 10 years | 46.85 | 80.06 | 59% |
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