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UBVUX vs VISVX
UBVUX vs VISVX Comparison
Open Charts UBVUX vs VISVX
Undiscovered Managers Behavioral Val R4
Price$84.68
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets9.95B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
UBVUX vs VISVX Comparison Chart in %
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UBVUX vs. VISVX commentary
Jul 07, 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 StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. UBVUX (9.95B). VISVX pays higher dividends than UBVUX: VISVX (1.99) vs UBVUX (1.73). UBVUX was incepted earlier than VISVX: UBVUX (8 years) vs VISVX (27 years). UBVUX (1.11) is less costly to investors than VISVX (0.19). UBVUX is a more actively managed with annual turnover of: 27.00 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 : 11.64 vs. UBVUX (7.95). UBVUX return over 5 years is better than : 104.93 vs. VISVX (94.00).
| UBVUX | VISVX | UBVUX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.11 | 0.19 | 584% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 1.583 | 2.024 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 54B | 18% |
| Annual Yield % from dividends | 1.73 | 1.99 | 87% |
| Returns for 1 year | 7.95 | 11.64 | 68% |
| Returns for 3 years | 13.35 | 34.76 | 38% |
| Returns for 5 years | 104.93 | 94.00 | 112% |
| Returns for 10 years | N/A | 96.11 | - |
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