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UBVUX vs VSIAX
UBVUX vs VSIAX Comparison
Open Charts UBVUX vs VSIAX
Undiscovered Managers Behavioral Val R4
Price$81.61
Change-$0.35 (-0.43%)
VolumeN/A
Net Assets9.16B
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
UBVUX vs VSIAX Comparison Chart in %
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UBVUX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. UBVUX (9.16B). VSIAX pays higher dividends than UBVUX: VSIAX (2.02) vs UBVUX (1.70). UBVUX was incepted earlier than VSIAX: UBVUX (9 years) vs VSIAX (14 years). UBVUX (1.11) is less costly to investors than VSIAX (0.07). UBVUX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (16.00). UBVUX has a lower initial minimum investment than VSIAX: UBVUX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -0.53 vs. UBVUX (-8.66). VSIAX return over 5 years is better than : 65.19 vs. UBVUX (51.05).
| UBVUX | VSIAX | UBVUX / VSIAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.11 | 0.07 | 1,586% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.679 | 5.811 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 58.3B | 16% |
| Annual Yield % from dividends | 1.70 | 2.02 | 84% |
| Returns for 1 year | -8.66 | -0.53 | 1,626% |
| Returns for 3 years | 1.51 | 27.41 | 5% |
| Returns for 5 years | 51.05 | 65.19 | 78% |
| Returns for 10 years | N/A | 117.18 | - |
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