UBVCX
Price
$70.43
Change
-$0.34 (-0.48%)
Updated
Nov 19 closing price
Net Assets
8.88B
UBVVX
Price
$79.72
Change
-$0.38 (-0.47%)
Updated
Nov 19 closing price
Net Assets
8.88B
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UBVCX vs UBVVX

Header iconUBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVXBanner chart's image
Undiscovered Managers Behavioral Val C
Price$70.43
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets8.88B
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX 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 UBVCX is a Hold and UBVVX is a Hold.

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FUNDAMENTALS
Fundamentals
UBVCX (8.88B) and UBVVX (8.88B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.87) vs UBVCX (1.23). 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 : -10.42 vs. UBVCX (-11.47). UBVVX return over 5 years is better than : 41.70 vs. UBVCX (34.01).
UBVCXUBVVXUBVCX / UBVVX
Total Expense Ratio1.740.90193%
Annual Report Gross Expense Ratio1.860.95196%
Fund Existence21 years9 years-
Gain YTD-5.779-5.073114%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.88B8.88B100%
Annual Yield % from dividends1.231.8766%
Returns for 1 year-11.47-10.42110%
Returns for 3 years-4.40-0.89494%
Returns for 5 years34.0141.7082%
Returns for 10 years32.35N/A-
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