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UBVRX vs VSCAX
UBVRX vs VSCAX Comparison
Open Charts UBVRX vs VSCAX
Undiscovered Managers Behavioral Val R2
Price$77.95
Change-$0.33 (-0.42%)
VolumeN/A
Net Assets9.16B
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
UBVRX vs VSCAX Comparison Chart in %
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UBVRX 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 UBVRX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.16B vs. VSCAX (7.75B). UBVRX pays higher dividends than VSCAX: UBVRX (1.33) vs VSCAX (0.32). UBVRX was incepted earlier than VSCAX: UBVRX (13 years) vs VSCAX (26 years). UBVRX (1.62) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVRX (35.00). 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 : -0.35 vs. UBVRX (-9.22). VSCAX return over 5 years is better than : 90.72 vs. UBVRX (46.96).
| UBVRX | VSCAX | UBVRX / VSCAX | |
| Total Expense Ratio | 1.55 | 1.10 | 141% |
| Annual Report Gross Expense Ratio | 1.62 | 1.10 | 147% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -2.101 | 11.782 | -18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 7.75B | 118% |
| Annual Yield % from dividends | 1.33 | 0.32 | 417% |
| Returns for 1 year | -9.22 | -0.35 | 2,638% |
| Returns for 3 years | -0.15 | 36.18 | -0% |
| Returns for 5 years | 46.96 | 90.72 | 52% |
| Returns for 10 years | 46.63 | 46.42 | 100% |
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