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ESPCX vs UBVVX
ESPCX vs UBVVX Comparison
Open Charts ESPCX vs UBVVX
Allspring Special Small Cap Value C
Price$31.93
Change-$0.35 (-1.08%)
VolumeN/A
Net Assets4.06B
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
ESPCX vs UBVVX Comparison Chart in %
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ESPCX 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 ESPCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. ESPCX (4.07B). UBVVX pays higher dividends than ESPCX: UBVVX (1.77) vs ESPCX (0.18). ESPCX was incepted earlier than UBVVX: ESPCX (25 years) vs UBVVX (9 years). ESPCX (2.16) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 27.00 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 : 0.80 vs. ESPCX (-12.94). UBVVX return over 5 years is better than : 107.32 vs. ESPCX (32.45).
| ESPCX | UBVVX | ESPCX / UBVVX | |
| Total Expense Ratio | 2.16 | 0.90 | 240% |
| Annual Report Gross Expense Ratio | 2.16 | 0.95 | 227% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -4.356 | 2.393 | -182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 9.84B | 41% |
| Annual Yield % from dividends | 0.18 | 1.77 | 10% |
| Returns for 1 year | -12.94 | 0.80 | -1,613% |
| Returns for 3 years | 10.92 | 21.87 | 50% |
| Returns for 5 years | 32.45 | 107.32 | 30% |
| Returns for 10 years | 36.99 | N/A | - |
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