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UBVSX vs VISVX
UBVSX vs VISVX Comparison
Open Charts UBVSX vs VISVX
Undiscovered Managers Behavioral Val I
Price$79.21
Change-$1.47 (-1.82%)
VolumeN/A
Net Assets9.33B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
UBVSX vs VISVX Comparison Chart
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UBVSX vs. VISVX 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 UBVSX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. UBVSX (9.33B). VISVX pays higher dividends than UBVSX: VISVX (2.11) vs UBVSX (1.86). UBVSX was incepted earlier than VISVX: UBVSX (12 years) vs VISVX (27 years). UBVSX (1.10) is less costly to investors than VISVX (0.19). UBVSX is a more actively managed with annual turnover of: 27.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than UBVSX: VISVX (3000) vs UBVSX (1000000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. UBVSX (0.47). UBVSX return over 5 years is better than : 86.38 vs. VISVX (80.48).
| UBVSX | VISVX | UBVSX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -5.330 | -4.331 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 54B | 17% |
| Annual Yield % from dividends | 1.86 | 2.11 | 88% |
| Returns for 1 year | 0.47 | 3.80 | 12% |
| Returns for 3 years | 5.93 | 26.12 | 23% |
| Returns for 5 years | 86.38 | 80.48 | 107% |
| Returns for 10 years | 45.03 | 80.06 | 56% |
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