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UBVAX vs UBVVX
UBVAX vs UBVVX Comparison
Open Charts UBVAX vs UBVVX
Undiscovered Managers Behavioral Val A
Price$82.99
Change+$0.91 (+1.11%)
VolumeN/A
Net Assets9.84B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
UBVAX vs UBVVX Comparison Chart in %
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UBVAX vs. UBVVX commentary
Sep 29, 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 UBVAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX (9.84B) and UBVVX (9.84B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVAX: UBVVX (1.77) vs UBVAX (1.50). UBVAX was incepted earlier than UBVVX: UBVAX (21 years) vs UBVVX (9 years). UBVAX (1.35) is less costly to investors than UBVVX (0.95). UBVAX (27.00) and UBVVX (27.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVAX: UBVVX (0) vs UBVAX (1000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. UBVAX (-0.12). UBVVX (107.51) and UBVAX (103.23) have equivalent 5 years return.
| UBVAX | UBVVX | UBVAX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 2.242 | 2.489 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 9.84B | 100% |
| Annual Yield % from dividends | 1.50 | 1.77 | 85% |
| Returns for 1 year | -0.12 | 0.31 | -38% |
| Returns for 3 years | 21.22 | 22.75 | 93% |
| Returns for 5 years | 103.23 | 107.51 | 96% |
| Returns for 10 years | 69.13 | N/A | - |
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