ANCIX
Price
$16.23
Change
+$0.50 (+3.18%)
Updated
Feb 3 closing price
Net Assets
17.39M
UBVVX
Price
$82.18
Change
-$2.64 (-3.11%)
Updated
Feb 3 closing price
Net Assets
8.97B
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ANCIX vs UBVVX

Header iconANCIX vs UBVVX Comparison
Open Charts ANCIX vs UBVVXBanner chart's image
Ancora MicroCap I
Price$16.23
Change+$0.50 (+3.18%)
VolumeN/A
Net Assets17.39M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
ANCIX vs UBVVX Comparison Chart in %
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ANCIX vs. UBVVX commentary
Feb 05, 2026

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 ANCIX is a Buy and UBVVX is a Buy.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. ANCIX (17.4M). ANCIX pays higher dividends than UBVVX: ANCIX (2.50) vs UBVVX (1.73). ANCIX was incepted earlier than UBVVX: ANCIX (17 years) vs UBVVX (9 years). ANCIX (1.73) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ANCIX (28.97). UBVVX has a lower initial minimum investment than ANCIX: UBVVX (0) vs ANCIX (5000). ANCIX annual gain was more profitable for investors over the last year : 3.19 vs. UBVVX (-1.54). ANCIX return over 5 years is better than : 29.14 vs. UBVVX (25.41).
ANCIXUBVVXANCIX / UBVVX
Total Expense Ratio1.700.90189%
Annual Report Gross Expense Ratio1.730.94184%
Fund Existence17 years9 years-
Gain YTD7.0585.130138%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.4M8.97B0%
Annual Yield % from dividends2.501.73145%
Returns for 1 year3.19-1.54-208%
Returns for 3 years7.844.94159%
Returns for 5 years29.1425.41115%
Returns for 10 years64.91N/A-
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