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TASCX vs UBVVX
TASCX vs UBVVX Comparison
Open Charts TASCX vs UBVVX
Third Avenue Small Cap Value Instl
Price$20.90
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets171.02M
Undiscovered Managers Behavioral Val R5
Price$80.10
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets8.88B
TASCX vs UBVVX Comparison Chart in %
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TASCX 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 TASCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. TASCX (171M). UBVVX pays higher dividends than TASCX: UBVVX (1.87) 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: 35.00 vs. TASCX (15.00). UBVVX has a lower initial minimum investment than TASCX: UBVVX (0) vs TASCX (10000). TASCX annual gain was more profitable for investors over the last year : -4.78 vs. UBVVX (-10.23). UBVVX return over 5 years is better than : 41.88 vs. TASCX (22.40).
| 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 | 10.928 | -4.620 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 8.88B | 2% |
| Annual Yield % from dividends | 0.51 | 1.87 | 27% |
| Returns for 1 year | -4.78 | -10.23 | 47% |
| Returns for 3 years | 3.71 | -0.42 | -888% |
| Returns for 5 years | 22.40 | 41.88 | 53% |
| Returns for 10 years | -5.58 | N/A | - |
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