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UBVCX vs UBVVX
UBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVX
Undiscovered Managers Behavioral Val C
Price$75.30
Change-$0.77 (-1.01%)
VolumeN/A
Net Assets9.84B
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Sep 27, 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 UBVCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVCX (9.84B) and UBVVX (9.84B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.77) vs UBVCX (1.17). UBVCX was incepted earlier than UBVVX: UBVCX (21 years) vs UBVVX (9 years). UBVCX (1.86) is less costly to investors than UBVVX (0.95). UBVCX (27.00) and UBVVX (27.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVCX: UBVVX (0) vs UBVCX (1000). UBVVX annual gain was more profitable for investors over the last year : 0.80 vs. UBVCX (-0.36). UBVVX return over 5 years is better than : 107.32 vs. UBVCX (96.06).
| UBVCX | UBVVX | UBVCX / UBVVX | |
| Total Expense Ratio | 1.74 | 0.90 | 193% |
| Annual Report Gross Expense Ratio | 1.86 | 0.95 | 196% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 1.766 | 2.393 | 74% |
| Front Load | N/A | 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 | 1.17 | 1.77 | 66% |
| Returns for 1 year | -0.36 | 0.80 | -44% |
| Returns for 3 years | 17.57 | 21.87 | 80% |
| Returns for 5 years | 96.06 | 107.32 | 90% |
| Returns for 10 years | 57.26 | N/A | - |
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