Interact to see
Advertisement
Advertisement
UBVUX vs VISVX
UBVUX vs VISVX Comparison
Open Charts UBVUX vs VISVX
Undiscovered Managers Behavioral Val R4
Price$78.23
Change+$0.34 (+0.44%)
VolumeN/A
Net Assets8.96B
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
UBVUX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVUX vs. VISVX commentary
Dec 27, 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: 59.6B vs. UBVUX (8.96B). 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 (1.10) 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 : 7.97 vs. UBVUX (-6.31). VISVX return over 5 years is better than : 54.60 vs. UBVUX (28.22).
| UBVUX | VISVX | UBVUX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -6.154 | 9.064 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 59.6B | 15% |
| Annual Yield % from dividends | 1.68 | 1.86 | 90% |
| Returns for 1 year | -6.31 | 7.97 | -79% |
| Returns for 3 years | 7.75 | 37.22 | 21% |
| Returns for 5 years | 28.22 | 54.60 | 52% |
| Returns for 10 years | N/A | 124.17 | - |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MBCC | 37.26 | 0.20 | +0.55% |
| Monarch Blue Chips Core ETF | |||
| DFSB | 51.93 | 0.13 | +0.25% |
| Dimensional Global Sstby Fxd Inc ETF | |||
| DBEF | 48.12 | 0.04 | +0.08% |
| Xtrackers MSCI EAFE Hedged Equity ETF | |||
| LSEQ | 27.96 | N/A | N/A |
| Harbor Long-Short Equity ETF | |||
| KDEF | 45.78 | -0.68 | -1.46% |
| Plus Korea Defense Industry Index ETF | |||