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CUSCX vs UBVVX
CUSCX vs UBVVX Comparison
Open Charts CUSCX vs UBVVX
Cullen Small Cap Value C
Price$10.85
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets8.86M
Undiscovered Managers Behavioral Val R5
Price$80.10
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets8.88B
CUSCX vs UBVVX Comparison Chart in %
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CUSCX vs. UBVVX commentary
Nov 19, 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 CUSCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. CUSCX (8.86M). UBVVX pays higher dividends than CUSCX: UBVVX (1.87) vs CUSCX (0.96). CUSCX was incepted earlier than UBVVX: CUSCX (16 years) vs UBVVX (9 years). CUSCX (4.82) is less costly to investors than UBVVX (0.95). CUSCX is a more actively managed with annual turnover of: 38.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CUSCX: UBVVX (0) vs CUSCX (1000). UBVVX annual gain was more profitable for investors over the last year : -10.23 vs. CUSCX (-18.43). UBVVX return over 5 years is better than : 41.88 vs. CUSCX (1.61).
| CUSCX | UBVVX | CUSCX / UBVVX | |
| Total Expense Ratio | 2.00 | 0.90 | 222% |
| Annual Report Gross Expense Ratio | 4.82 | 0.95 | 507% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -8.258 | -4.620 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86M | 8.88B | 0% |
| Annual Yield % from dividends | 0.96 | 1.87 | 52% |
| Returns for 1 year | -18.43 | -10.23 | 180% |
| Returns for 3 years | -15.18 | -0.42 | 3,631% |
| Returns for 5 years | 1.61 | 41.88 | 4% |
| Returns for 10 years | -9.48 | N/A | - |
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