UBVVX
Price
$85.37
Change
+$0.48 (+0.57%)
Updated
Jul 3 closing price
Net Assets
9.95B
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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UBVVX vs VSCAX

Header iconUBVVX vs VSCAX Comparison
Open Charts UBVVX vs VSCAXBanner chart's image
Undiscovered Managers Behavioral Val R5
Price$85.37
Change+$0.48 (+0.57%)
VolumeN/A
Net Assets9.95B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
UBVVX vs VSCAX Comparison Chart in %
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UBVVX vs. VSCAX 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 UBVVX is a StrongBuy and VSCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.95B vs. VSCAX (6.97B). UBVVX pays higher dividends than VSCAX: UBVVX (1.90) vs VSCAX (0.35). 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 : 8.13 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. UBVVX (106.53).
UBVVXVSCAXUBVVX / VSCAX
Total Expense Ratio0.901.1280%
Annual Report Gross Expense Ratio0.951.1285%
Fund Existence8 years26 years-
Gain YTD1.6552.72261%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.95B6.97B143%
Annual Yield % from dividends1.900.35549%
Returns for 1 year8.135.03162%
Returns for 3 years13.8943.8532%
Returns for 5 years106.53135.3179%
Returns for 10 yearsN/A20.55-
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