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BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$18.49
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.11B
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
BOSVX vs UBVVX Comparison Chart in %
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BOSVX vs. UBVVX commentary
Nov 20, 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 BOSVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. BOSVX (1.11B). UBVVX pays higher dividends than BOSVX: UBVVX (1.87) vs BOSVX (1.64). BOSVX was incepted earlier than UBVVX: BOSVX (14 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than BOSVX (0.64). UBVVX is a more actively managed with annual turnover of: 35.00 vs. BOSVX (31.00). BOSVX (0) and UBVVX (0) have matching initial minimum investment requirements. BOSVX annual gain was more profitable for investors over the last year : -8.70 vs. UBVVX (-10.42). UBVVX return over 5 years is better than : 41.70 vs. BOSVX (37.96).
| BOSVX | UBVVX | BOSVX / UBVVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.64 | 0.95 | 67% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.980 | -5.073 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 8.88B | 13% |
| Annual Yield % from dividends | 1.64 | 1.87 | 88% |
| Returns for 1 year | -8.70 | -10.42 | 83% |
| Returns for 3 years | -13.72 | -0.89 | 1,541% |
| Returns for 5 years | 37.96 | 41.70 | 91% |
| Returns for 10 years | 40.79 | N/A | - |
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