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UBVCX vs UBVVX
UBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVX
Undiscovered Managers Behavioral Val C
Price$75.05
Change+$1.04 (+1.41%)
VolumeN/A
Net Assets9.51B
Undiscovered Managers Behavioral Val R5
Price$84.89
Change+$1.18 (+1.41%)
VolumeN/A
Net Assets9.51B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Oct 21, 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 (9.51B) and UBVVX (9.51B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.80) vs UBVCX (1.19). 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 (35.00) and UBVVX (35.00) 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 : -4.88 vs. UBVCX (-5.99). UBVVX return over 5 years is better than : 76.89 vs. UBVCX (67.27).
| 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 | -0.990 | -0.322 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 9.51B | 100% |
| Annual Yield % from dividends | 1.19 | 1.80 | 66% |
| Returns for 1 year | -5.99 | -4.88 | 123% |
| Returns for 3 years | 7.23 | 11.15 | 65% |
| Returns for 5 years | 67.27 | 76.89 | 87% |
| Returns for 10 years | 42.72 | N/A | - |
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