Interact to see
Advertisement
Advertisement
UBVLX vs VISVX
UBVLX vs VISVX Comparison
Open Charts UBVLX vs VISVX
Undiscovered Managers Behavioral Val L
Price$82.44
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
UBVLX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVLX vs. VISVX 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 UBVLX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVLX (9.16B). VISVX (1.90) and UBVLX (1.85) have matching dividends . UBVLX was incepted earlier than VISVX: UBVLX (27 years) vs VISVX (28 years). UBVLX (0.95) is less costly to investors than VISVX (0.19). UBVLX is a more actively managed with annual turnover of: 35.00 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 : -0.55 vs. UBVLX (-8.51). VISVX return over 5 years is better than : 65.01 vs. UBVLX (52.30).
| UBVLX | VISVX | UBVLX / VISVX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -1.558 | 5.771 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 58.3B | 16% |
| Annual Yield % from dividends | 1.85 | 1.90 | 97% |
| Returns for 1 year | -8.51 | -0.55 | 1,541% |
| Returns for 3 years | 2.03 | 27.31 | 7% |
| Returns for 5 years | 52.30 | 65.01 | 80% |
| Returns for 10 years | 57.52 | 116.59 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UTSL | 47.43 | 0.37 | +0.79% |
| Direxion Daily Utilities Bull 3X ETF | |||
| TDVI | 28.33 | 0.13 | +0.46% |
| FT Vest Tech Div Trgt Inc ETF | |||
| IUSG | 168.47 | -0.30 | -0.18% |
| iShares Core S&P US Growth ETF | |||
| PSK | 32.37 | -0.13 | -0.40% |
| Stt Strt® SPDR® ICE Preferred Secs ETF | |||
| YBIT | 8.22 | -0.07 | -0.84% |
| YieldMax Bitcoin Option Income Strategy ETF | |||