Interact to see
Advertisement
Advertisement
UBVSX vs VSCAX
UBVSX vs VSCAX Comparison
Open Charts UBVSX vs VSCAX
Undiscovered Managers Behavioral Val I
Price$87.44
Change+$1.15 (+1.33%)
VolumeN/A
Net Assets10.13B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
UBVSX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVSX vs. VSCAX commentary
Sep 09, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 10.1B vs. VSCAX (7.33B). UBVSX pays higher dividends than VSCAX: UBVSX (1.69) vs VSCAX (0.32). UBVSX was incepted earlier than VSCAX: UBVSX (12 years) vs VSCAX (26 years). VSCAX (1.12) and UBVSX (1.10) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. UBVSX (27.00). VSCAX has a lower initial minimum investment than UBVSX: VSCAX (1000) vs UBVSX (1000000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. UBVSX (3.90). VSCAX return over 5 years is better than : 116.87 vs. UBVSX (91.82).
| UBVSX | VSCAX | UBVSX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 4.984 | 7.614 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 7.33B | 138% |
| Annual Yield % from dividends | 1.69 | 0.32 | 521% |
| Returns for 1 year | 3.90 | 12.12 | 32% |
| Returns for 3 years | 15.38 | 46.81 | 33% |
| Returns for 5 years | 91.82 | 116.87 | 79% |
| Returns for 10 years | 71.18 | 36.89 | 193% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DPRCX | 13.15 | 0.08 | +0.61% |
| Macquarie Global Listed Real Assets C | |||
| RAEFX | 46.50 | 0.12 | +0.26% |
| American Funds AMCAP R5E | |||
| CAVYX | 17.37 | 0.03 | +0.17% |
| SEI Catholic Values Equity Y (SCVT) | |||
| GSURX | 66.25 | -0.06 | -0.09% |
| Goldman Sachs US Equity Insights R | |||
| THLCX | 23.97 | -0.05 | -0.21% |
| Thrivent Large Cap Growth S | |||