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BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$18.87
Change+$0.37 (+2.00%)
VolumeN/A
Net Assets1.14B
Undiscovered Managers Behavioral Val R5
Price$84.89
Change+$1.18 (+1.41%)
VolumeN/A
Net Assets9.64B
BOSVX vs UBVVX Comparison Chart in %
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BOSVX vs. UBVVX commentary
Oct 22, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.65B vs. BOSVX (1.14B). UBVVX pays higher dividends than BOSVX: UBVVX (1.80) vs BOSVX (1.62). BOSVX was incepted earlier than UBVVX: BOSVX (14 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than BOSVX (0.63). 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. UBVVX annual gain was more profitable for investors over the last year : -1.90 vs. BOSVX (-7.69). UBVVX return over 5 years is better than : 74.10 vs. BOSVX (52.71).
| BOSVX | UBVVX | BOSVX / UBVVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.63 | 0.95 | 66% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.760 | 1.084 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 9.65B | 12% |
| Annual Yield % from dividends | 1.62 | 1.80 | 90% |
| Returns for 1 year | -7.69 | -1.90 | 405% |
| Returns for 3 years | -7.81 | 13.57 | -58% |
| Returns for 5 years | 52.71 | 74.10 | 71% |
| Returns for 10 years | 40.40 | N/A | - |
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