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TASCX vs UBVVX
TASCX vs UBVVX Comparison
Open Charts TASCX vs UBVVX
Third Avenue Small Cap Value Instl
Price$20.42
Change-$0.19 (-0.92%)
VolumeN/A
Net Assets170.56M
Undiscovered Managers Behavioral Val R5
Price$85.86
Change-$0.84 (-0.97%)
VolumeN/A
Net Assets9.91B
TASCX vs UBVVX Comparison Chart in %
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TASCX 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 TASCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.91B vs. TASCX (171M). UBVVX pays higher dividends than TASCX: UBVVX (1.80) vs TASCX (0.51). TASCX was incepted earlier than UBVVX: TASCX (29 years) vs UBVVX (9 years). TASCX (1.25) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 27.00 vs. TASCX (15.00). UBVVX has a lower initial minimum investment than TASCX: UBVVX (0) vs TASCX (10000). UBVVX annual gain was more profitable for investors over the last year : 1.67 vs. TASCX (-4.00). UBVVX return over 5 years is better than : 82.23 vs. TASCX (34.16).
| TASCX | UBVVX | TASCX / UBVVX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.25 | 0.95 | 132% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 9.861 | 3.239 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 9.91B | 2% |
| Annual Yield % from dividends | 0.51 | 1.80 | 28% |
| Returns for 1 year | -4.00 | 1.67 | -239% |
| Returns for 3 years | 12.41 | 20.21 | 61% |
| Returns for 5 years | 34.16 | 82.23 | 42% |
| Returns for 10 years | -6.82 | N/A | - |
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