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TVSVX vs UBVVX
TVSVX vs UBVVX Comparison
Open Charts TVSVX vs UBVVX
Third Avenue Small Cap Value Investor
Price$19.89
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets171.68M
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
TVSVX vs UBVVX Comparison Chart in %
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TVSVX 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 TVSVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. TVSVX (172M). UBVVX pays higher dividends than TVSVX: UBVVX (1.87) vs TVSVX (0.29). TVSVX was incepted earlier than UBVVX: TVSVX (16 years) vs UBVVX (9 years). TVSVX (1.51) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TVSVX (15.00). UBVVX has a lower initial minimum investment than TVSVX: UBVVX (0) vs TVSVX (2500). TVSVX annual gain was more profitable for investors over the last year : -4.87 vs. UBVVX (-10.42). UBVVX return over 5 years is better than : 41.70 vs. TVSVX (20.52).
| TVSVX | UBVVX | TVSVX / UBVVX | |
| Total Expense Ratio | 1.43 | 0.90 | 159% |
| Annual Report Gross Expense Ratio | 1.51 | 0.95 | 159% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 11.136 | -5.073 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.88B | 2% |
| Annual Yield % from dividends | 0.29 | 1.87 | 16% |
| Returns for 1 year | -4.87 | -10.42 | 47% |
| Returns for 3 years | 2.41 | -0.89 | -271% |
| Returns for 5 years | 20.52 | 41.70 | 49% |
| Returns for 10 years | -9.24 | N/A | - |
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