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UBVRX vs VISVX
UBVRX vs VISVX Comparison
Open Charts UBVRX vs VISVX
Undiscovered Managers Behavioral Val R2
Price$81.02
Change+$0.46 (+0.57%)
VolumeN/A
Net Assets9.95B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
UBVRX vs VISVX Comparison Chart in %
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UBVRX vs. VISVX commentary
Jul 07, 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 UBVRX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. UBVRX (9.95B). VISVX pays higher dividends than UBVRX: VISVX (1.99) vs UBVRX (1.35). UBVRX was incepted earlier than VISVX: UBVRX (12 years) vs VISVX (27 years). UBVRX (1.62) is less costly to investors than VISVX (0.19). UBVRX is a more actively managed with annual turnover of: 27.00 vs. VISVX (16.00). UBVRX has a lower initial minimum investment than VISVX: UBVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. UBVRX (7.29). UBVRX return over 5 years is better than : 99.37 vs. VISVX (94.00).
| UBVRX | VISVX | UBVRX / VISVX | |
| Total Expense Ratio | 1.55 | 0.19 | 816% |
| Annual Report Gross Expense Ratio | 1.62 | 0.19 | 853% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 1.326 | 2.024 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 54B | 18% |
| Annual Yield % from dividends | 1.35 | 1.99 | 68% |
| Returns for 1 year | 7.29 | 11.64 | 63% |
| Returns for 3 years | 11.48 | 34.76 | 33% |
| Returns for 5 years | 99.37 | 94.00 | 106% |
| Returns for 10 years | 49.14 | 96.11 | 51% |
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