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UBVUX vs VISVX
UBVUX vs VISVX Comparison
Open Charts UBVUX vs VISVX
Undiscovered Managers Behavioral Val R4
Price$81.96
Change-$0.22 (-0.27%)
VolumeN/A
Net Assets9.3B
Vanguard Small Cap Value Index I
Price$50.10
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets58.35B
UBVUX vs VISVX Comparison Chart in %
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UBVUX vs. VISVX 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 UBVUX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVUX (9.3B). VISVX pays higher dividends than UBVUX: VISVX (1.90) vs UBVUX (1.70). UBVUX was incepted earlier than VISVX: UBVUX (9 years) vs VISVX (28 years). UBVUX (1.11) is less costly to investors than VISVX (0.19). UBVUX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). UBVUX has a lower initial minimum investment than VISVX: UBVUX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.55 vs. UBVUX (-8.66). VISVX return over 5 years is better than : 65.01 vs. UBVUX (51.05).
| UBVUX | VISVX | UBVUX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.11 | 0.19 | 584% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -1.679 | 5.771 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 58.3B | 16% |
| Annual Yield % from dividends | 1.70 | 1.90 | 90% |
| Returns for 1 year | -8.66 | -0.55 | 1,570% |
| Returns for 3 years | 1.51 | 27.31 | 6% |
| Returns for 5 years | 51.05 | 65.01 | 79% |
| Returns for 10 years | N/A | 116.59 | - |
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