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BPSCX vs UBVVX
BPSCX vs UBVVX Comparison
Open Charts BPSCX vs UBVVX
Boston Partners Small Cap Value II I
Price$26.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets660.95M
Undiscovered Managers Behavioral Val R5
Price$86.85
Change+$0.74 (+0.86%)
VolumeN/A
Net Assets9.93B
BPSCX vs UBVVX Comparison Chart in %
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BPSCX vs. UBVVX commentary
Oct 06, 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 BPSCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.93B vs. BPSCX (661M). UBVVX pays higher dividends than BPSCX: UBVVX (1.80) vs BPSCX (0.53). BPSCX was incepted earlier than UBVVX: BPSCX (27 years) vs UBVVX (9 years). BPSCX (1.30) is less costly to investors than UBVVX (0.95). BPSCX is a more actively managed with annual turnover of: 55.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than BPSCX: UBVVX (0) vs BPSCX (2500). UBVVX annual gain was more profitable for investors over the last year : 2.23 vs. BPSCX (-1.31). UBVVX return over 5 years is better than : 95.90 vs. BPSCX (33.56).
| BPSCX | UBVVX | BPSCX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.30 | 0.95 | 137% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 7.508 | 3.417 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 9.93B | 7% |
| Annual Yield % from dividends | 0.53 | 1.80 | 29% |
| Returns for 1 year | -1.31 | 2.23 | -59% |
| Returns for 3 years | 4.93 | 16.46 | 30% |
| Returns for 5 years | 33.56 | 95.90 | 35% |
| Returns for 10 years | 30.91 | N/A | - |
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