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UBVVX vs VSCAX
UBVVX vs VSCAX Comparison
Open Charts UBVVX vs VSCAX
Undiscovered Managers Behavioral Val R5
Price$79.54
Change-$1.47 (-1.81%)
VolumeN/A
Net Assets9.33B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
UBVVX vs VSCAX Comparison Chart
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UBVVX vs. VSCAX commentary
Jun 16, 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 UBVVX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.33B vs. VSCAX (6.48B). UBVVX pays higher dividends than VSCAX: UBVVX (1.95) vs VSCAX (0.37). UBVVX was incepted earlier than VSCAX: UBVVX (8 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than UBVVX (0.95). VSCAX is a more actively managed with annual turnover of: 40.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than VSCAX: UBVVX (0) vs VSCAX (1000). UBVVX annual gain was more profitable for investors over the last year : 0.59 vs. VSCAX (0.16). VSCAX return over 5 years is better than : 116.10 vs. UBVVX (87.32).
| UBVVX | VSCAX | UBVVX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 0.95 | 1.12 | 85% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -5.287 | -3.573 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 6.48B | 144% |
| Annual Yield % from dividends | 1.95 | 0.37 | 531% |
| Returns for 1 year | 0.59 | 0.16 | 376% |
| Returns for 3 years | 6.18 | 29.03 | 21% |
| Returns for 5 years | 87.32 | 116.10 | 75% |
| Returns for 10 years | N/A | 10.55 | - |
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