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UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$83.25
Change+$1.10 (+1.34%)
VolumeN/A
Net Assets10.13B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
UBVRX vs VSCAX Comparison Chart in %
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UBVRX vs. VSCAX commentary
Sep 08, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.1B vs. VSCAX (7.33B). UBVRX pays higher dividends than VSCAX: UBVRX (1.26) vs VSCAX (0.32). UBVRX was incepted earlier than VSCAX: UBVRX (12 years) vs VSCAX (26 years). UBVRX (1.62) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVRX (27.00). UBVRX has a lower initial minimum investment than VSCAX: UBVRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. UBVRX (3.18). VSCAX return over 5 years is better than : 116.87 vs. UBVRX (86.03).
| UBVRX | VSCAX | UBVRX / VSCAX | |
| Total Expense Ratio | 1.55 | 1.12 | 138% |
| Annual Report Gross Expense Ratio | 1.62 | 1.12 | 145% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 4.577 | 7.614 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 7.33B | 138% |
| Annual Yield % from dividends | 1.26 | 0.32 | 388% |
| Returns for 1 year | 3.18 | 12.12 | 26% |
| Returns for 3 years | 13.19 | 46.81 | 28% |
| Returns for 5 years | 86.03 | 116.87 | 74% |
| Returns for 10 years | 61.32 | 36.89 | 166% |
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