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ARSZX vs UBVVX
ARSZX vs UBVVX Comparison
Open Charts ARSZX vs UBVVX
AMG River Road Small-Mid Cap Value Z
Price$10.18
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets364.08M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
ARSZX vs UBVVX Comparison Chart in %
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ARSZX vs. UBVVX commentary
Feb 04, 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 ARSZX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. ARSZX (364M). UBVVX pays higher dividends than ARSZX: UBVVX (1.73) vs ARSZX (0.51). ARSZX was incepted earlier than UBVVX: ARSZX (8 years) vs UBVVX (9 years). ARSZX (0.98) and UBVVX (0.94) have similar cost to investors . ARSZX (36.00) and UBVVX (35.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than ARSZX: UBVVX (0) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : 0.32 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. ARSZX (14.84).
| ARSZX | UBVVX | ARSZX / UBVVX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 0.94 | 104% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 2.209 | 5.130 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 8.97B | 4% |
| Annual Yield % from dividends | 0.51 | 1.73 | 30% |
| Returns for 1 year | 0.32 | -1.54 | -21% |
| Returns for 3 years | 7.20 | 4.94 | 146% |
| Returns for 5 years | 14.84 | 25.41 | 58% |
| Returns for 10 years | N/A | N/A | - |
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