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UBVUX vs VISVX
UBVUX vs VISVX Comparison
Open Charts UBVUX vs VISVX
Undiscovered Managers Behavioral Val R4
Price$83.96
Change+$0.71 (+0.85%)
VolumeN/A
Net Assets9.24B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
UBVUX vs VISVX Comparison Chart in %
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UBVUX vs. VISVX commentary
Dec 04, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. UBVUX (9.24B). VISVX pays higher dividends than UBVUX: VISVX (1.86) vs UBVUX (1.68). 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 : -1.68 vs. UBVUX (-8.89). VISVX return over 5 years is better than : 56.36 vs. UBVUX (42.95).
| 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 | 0.732 | 6.700 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 58.3B | 16% |
| Annual Yield % from dividends | 1.68 | 1.86 | 90% |
| Returns for 1 year | -8.89 | -1.68 | 529% |
| Returns for 3 years | 2.09 | 26.40 | 8% |
| Returns for 5 years | 42.95 | 56.36 | 76% |
| Returns for 10 years | N/A | 112.68 | - |
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