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BPSIX vs UBVVX
BPSIX vs UBVVX Comparison
Open Charts BPSIX vs UBVVX
Boston Partners Small Cap Value II I
Price$27.47
Change-$0.37 (-1.33%)
VolumeN/A
Net Assets658.9M
Undiscovered Managers Behavioral Val R5
Price$85.86
Change-$0.84 (-0.97%)
VolumeN/A
Net Assets9.91B
BPSIX vs UBVVX Comparison Chart in %
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BPSIX vs. UBVVX commentary
Oct 08, 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 BPSIX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.91B vs. BPSIX (659M). UBVVX pays higher dividends than BPSIX: UBVVX (1.80) vs BPSIX (0.71). BPSIX was incepted earlier than UBVVX: BPSIX (27 years) vs UBVVX (9 years). BPSIX (1.05) is less costly to investors than UBVVX (0.95). BPSIX is a more actively managed with annual turnover of: 55.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than BPSIX: UBVVX (0) vs BPSIX (100000). UBVVX annual gain was more profitable for investors over the last year : 1.67 vs. BPSIX (-1.42). UBVVX return over 5 years is better than : 82.23 vs. BPSIX (31.35).
| BPSIX | UBVVX | BPSIX / UBVVX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.05 | 0.95 | 111% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 7.118 | 3.239 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 9.91B | 7% |
| Annual Yield % from dividends | 0.71 | 1.80 | 40% |
| Returns for 1 year | -1.42 | 1.67 | -85% |
| Returns for 3 years | 10.32 | 20.21 | 51% |
| Returns for 5 years | 31.35 | 82.23 | 38% |
| Returns for 10 years | 33.35 | N/A | - |
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