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UBVRX vs VSIAX
UBVRX vs VSIAX Comparison
Open Charts UBVRX vs VSIAX
Undiscovered Managers Behavioral Val R2
Price$75.51
Change-$1.40 (-1.82%)
VolumeN/A
Net Assets9.33B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
UBVRX vs VSIAX Comparison Chart
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UBVRX vs. VSIAX commentary
Jun 16, 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 Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. UBVRX (9.33B). VSIAX pays higher dividends than UBVRX: VSIAX (2.23) vs UBVRX (1.38). UBVRX was incepted earlier than VSIAX: UBVRX (12 years) vs VSIAX (14 years). UBVRX (1.62) is less costly to investors than VSIAX (0.07). UBVRX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). UBVRX has a lower initial minimum investment than VSIAX: UBVRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. UBVRX (-0.21). UBVRX (80.82) and VSIAX (80.63) have equivalent 5 years return.
| UBVRX | VSIAX | UBVRX / VSIAX | |
| Total Expense Ratio | 1.55 | 0.07 | 2,214% |
| Annual Report Gross Expense Ratio | 1.62 | 0.07 | 2,314% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -5.565 | -4.304 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 54B | 17% |
| Annual Yield % from dividends | 1.38 | 2.23 | 62% |
| Returns for 1 year | -0.21 | 3.83 | -5% |
| Returns for 3 years | 3.93 | 26.16 | 15% |
| Returns for 5 years | 80.82 | 80.63 | 100% |
| Returns for 10 years | 36.69 | 80.44 | 46% |
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