ESPCX
Price
$31.03
Change
-$0.16 (-0.51%)
Updated
Nov 14 closing price
Net Assets
3.75B
UBVVX
Price
$79.72
Change
-$0.38 (-0.47%)
Updated
Nov 19 closing price
Net Assets
8.88B
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ESPCX vs UBVVX

Header iconESPCX vs UBVVX Comparison
Open Charts ESPCX vs UBVVXBanner chart's image
Allspring Special Small Cap Value C
Price$31.03
Change-$0.16 (-0.51%)
VolumeN/A
Net Assets3.75B
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
ESPCX vs UBVVX Comparison Chart in %
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ESPCX vs. UBVVX commentary
Nov 20, 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 ESPCX is a Hold and UBVVX is a Hold.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. ESPCX (3.75B). UBVVX pays higher dividends than ESPCX: UBVVX (1.87) vs ESPCX (0.19). ESPCX was incepted earlier than UBVVX: ESPCX (25 years) vs UBVVX (9 years). ESPCX (1.99) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ESPCX (22.00). UBVVX has a lower initial minimum investment than ESPCX: UBVVX (0) vs ESPCX (1000). UBVVX annual gain was more profitable for investors over the last year : -10.42 vs. ESPCX (-20.05). UBVVX return over 5 years is better than : 41.70 vs. ESPCX (6.01).
ESPCXUBVVXESPCX / UBVVX
Total Expense Ratio1.990.90221%
Annual Report Gross Expense Ratio1.990.95209%
Fund Existence25 years9 years-
Gain YTD-8.059-5.073159%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.75B8.88B42%
Annual Yield % from dividends0.191.8710%
Returns for 1 year-20.05-10.42192%
Returns for 3 years-6.48-0.89728%
Returns for 5 years6.0141.7014%
Returns for 10 years22.70N/A-
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