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CUSCX vs UBVVX
CUSCX vs UBVVX Comparison
Open Charts CUSCX vs UBVVX
Cullen Small Cap Value C
Price$12.47
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets10.29M
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
CUSCX vs UBVVX Comparison Chart in %
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CUSCX vs. UBVVX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. CUSCX (10.3M). UBVVX pays higher dividends than CUSCX: UBVVX (1.77) vs CUSCX (0.34). 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: 72.00 vs. UBVVX (27.00). 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 : 0.80 vs. CUSCX (-3.28). UBVVX return over 5 years is better than : 107.32 vs. CUSCX (52.84).
| 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 | 5.922 | 2.393 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 9.84B | 0% |
| Annual Yield % from dividends | 0.34 | 1.77 | 19% |
| Returns for 1 year | -3.28 | 0.80 | -409% |
| Returns for 3 years | 11.64 | 21.87 | 53% |
| Returns for 5 years | 52.84 | 107.32 | 49% |
| Returns for 10 years | 13.38 | N/A | - |
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