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UBVUX vs UBVVX
UBVUX vs UBVVX Comparison
Open Charts UBVUX vs UBVVX
Undiscovered Managers Behavioral Val R4
Price$85.12
Change-$0.84 (-0.98%)
VolumeN/A
Net Assets9.91B
Undiscovered Managers Behavioral Val R5
Price$85.86
Change-$0.84 (-0.97%)
VolumeN/A
Net Assets9.91B
UBVUX vs UBVVX Comparison Chart in %
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UBVUX vs. UBVVX commentary
Oct 09, 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 UBVUX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX (9.91B) and UBVVX (9.91B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVUX: UBVVX (1.80) vs UBVUX (1.64). UBVUX was incepted earlier than UBVVX: UBVUX (9 years) vs UBVVX (9 years). UBVUX (1.11) is less costly to investors than UBVVX (0.95). UBVUX (27.00) and UBVVX (27.00) have comparable annual turnover. UBVUX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 1.67 vs. UBVUX (1.50). UBVVX (82.23) and UBVUX (80.80) have equivalent 5 years return.
| UBVUX | UBVVX | UBVUX / UBVVX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.11 | 0.95 | 117% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 3.119 | 3.239 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 9.91B | 100% |
| Annual Yield % from dividends | 1.64 | 1.80 | 91% |
| Returns for 1 year | 1.50 | 1.67 | 90% |
| Returns for 3 years | 19.63 | 20.21 | 97% |
| Returns for 5 years | 80.80 | 82.23 | 98% |
| Returns for 10 years | N/A | N/A | - |
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