Interact to see
Advertisement
Advertisement
UBVLX vs UBVVX
UBVLX vs UBVVX Comparison
Open Charts UBVLX vs UBVVX
Undiscovered Managers Behavioral Val L
Price$82.01
Change+$2.61 (+3.29%)
VolumeN/A
Net Assets8.78B
Undiscovered Managers Behavioral Val R5
Price$81.90
Change+$2.61 (+3.29%)
VolumeN/A
Net Assets8.78B
UBVLX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVLX vs. UBVVX commentary
Nov 23, 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 UBVLX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVLX (8.78B) and UBVVX (8.78B) have equal amount of cash in the bank . UBVVX (1.87) and UBVLX (1.85) have matching dividends . UBVLX was incepted earlier than UBVVX: UBVLX (27 years) vs UBVVX (9 years). UBVLX (0.95) and UBVVX (0.95) have similar cost to investors . UBVLX (35.00) and UBVVX (35.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVLX: UBVVX (0) vs UBVLX (3000000). UBVLX (-9.76) and UBVVX (-9.76) have marching annual gain over last year. UBVLX (45.62) and UBVVX (45.58) have equivalent 5 years return.
| UBVLX | UBVVX | UBVLX / UBVVX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 0.95 | 0.95 | 100% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -2.485 | -2.477 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 8.78B | 100% |
| Annual Yield % from dividends | 1.85 | 1.87 | 99% |
| Returns for 1 year | -9.76 | -9.76 | 100% |
| Returns for 3 years | 0.20 | 0.17 | 113% |
| Returns for 5 years | 45.62 | 45.58 | 100% |
| Returns for 10 years | 50.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CECYX | 29.96 | 0.33 | +1.11% |
| Columbia Large Cap Enhanced Core Inst3 | |||
| CTHCX | 86.17 | 0.23 | +0.27% |
| Columbia Global Technology Growth C | |||
| VMCIX | 76.06 | N/A | N/A |
| Vanguard Mid Cap Index Institutional | |||
| MGTCX | 8.55 | N/A | N/A |
| Transamerica Mid Cap Growth C | |||
| TAISX | 13.19 | N/A | N/A |
| Nuveen Quant Intl Small Cap Eq I | |||